Financial Advisor – First City Credit Union (Finance)

Location: Pasadena, California, United States

Salary: $48,000–$500,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage at First City Credit Union.

What you will do

• Build and grow a client base through First City Credit Union’s member referral system.
• Support members and families with financial solutions throughout their financial lives.
• Develop new client relationships through the credit union’s member base and branch territories.
• Create client solutions using an open architecture platform and products from third-party sponsors.
• Use hirify.global’s technology, tools, resources, and investment program support to grow the advisory business.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more years of investment sales experience.
• Work location: Pasadena, California.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Access to thousands of investment products from leading third-party sponsors.
• Resources and expertise to develop solutions tailored to client goals.
• Referral opportunities and access to the credit union’s established member base and community reputation.
• Financial Advisors are employed by TruStage, while hirify.global holds the required securities and insurance licenses in accordance with regulatory requirements.