Wealth Advisor

Location: On-site at a local branch in Burlington, Vermont, United States

Salary: $58,500–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global collaborates with credit unions to provide financial services tailored to their clients' needs.

What you will do

• Provide advice-based, comprehensive investment, insurance, brokerage, and advisory solutions to assigned clients.
• Use a consultative and holistic sales process to assess client needs and objectives.
• Solicit new and existing investments and insurance solutions from retail clients.
• Build strong partnerships with branch managers and staff, supporting referral and cross-selling opportunities.
• Deliver high-quality customer service and maintain strong relationships across assigned branches.
• Meet or exceed territory sales goals while complying with applicable policies, procedures, and regulations.

Requirements

• High school diploma or equivalent; a bachelor's degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or Series 66 registration; any required inactive registration must be obtained within the first six months of employment.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Demonstrated success selling products and services to investment clients.
• Knowledge of client and partner needs in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented work environment.
• Opportunities to apply creativity and continuous improvement.
• Employment includes eligibility for sales incentive compensation.