Financial Advisor – Mid Oregon Credit Union

Location: Prineville, Oregon, United States

Salary: $60,000–$75,000 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 Mid Oregon Credit Union.

What you will do

• Serve Mid Oregon Credit Union members with financial planning and investment solutions.
• Service an existing book of business upon hire.
• Build a client base through the credit union’s referral system and member network.
• Develop new client relationships across several branch territories.
• Create solutions tailored to client goals using an open architecture platform and third-party investment products.
• Grow the advisory business with LPL technology, tools, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with TruStage, not hirify.global; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Work with a community-focused credit union investment program.
• Access proprietary technology and customized services.
• Use an open architecture platform with thousands of investment products from third-party sponsors.
• Receive firm-wide resources and expertise for developing client solutions.
• Build an advisory business supported by the credit union’s referral network and community reputation.