Financial Advisor – Premier America Credit Union

Location: Houston, TX, United States

Salary: $70,000–$500,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage and Premier America Credit Union to provide investment and financial services to credit union members.

What you will do

• Serve an existing book of business upon joining.
• Build and expand a client base through the credit union’s referral system and member community.
• Develop financial solutions tailored to clients’ goals without relying on proprietary products.
• Support members and families with investment and insurance solutions throughout their financial lives.
• Grow the advisory business using LPL’s technology, investment platform, tools, and firm-wide resources.

Requirements

• Series 7 and Series 66, or Series 63/65, required.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to create client-specific solutions.
• Support for growing the investment program and advisory business within the credit union community.
• Opportunity to work with several branch territories and benefit from Premier America Credit Union’s community reputation and referral network.