Financial Advisor – Utah Community Credit Union

Location: Salt Lake City, Utah, United States

Salary: $70,000–$175,000 per year, plus eligible sales incentive compensation.

Company

hirify.global provides financial services through a credit union investment program in partnership with LPL Financial and Utah Community Credit Union.

What you will do

• Serve Utah Community Credit Union members across different stages of their financial lives.
• Service an existing book of business from the start.
• Build and expand a client base through credit union referrals and member outreach.
• Develop personalized financial solutions without proprietary product restrictions.
• Use investment products, technology, and support resources to address client goals.
• Grow the investment advisory business across several branch territories.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 alternatives accepted.
• Insurance license required.
• At least three years of investment sales experience.
• Work is based at Utah Community Credit Union in Salt Lake City, Utah.
• Employment is with hirify.global; LPL Financial 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.
• Firm-wide resources and expertise for developing client solutions.
• Freedom to tailor solutions to individual client goals.
• Access to the credit union’s referral system, member base, reputation, and community standing.