Financial Advisor (Financial Services)

Location: Elgin, Illinois, United States

Salary: $50,000–$75,000 per year, plus sales incentive compensation.

Company

Financial services are provided through TruStage in partnership with hirify.global for members of Minnesota Power Employee Credit Union.

What you will do

• Serve credit union members as a Financial Advisor and provide investment and insurance solutions.
• Service an existing book of business from the start.
• Build and expand a client base through the credit union’s referral system and member network.
• Develop client solutions using an open architecture platform and non-proprietary products.
• Use hirify.global tools, technology, customized services, and firm-wide expertise to support client relationships.

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.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open architecture access to thousands of investment products from third-party sponsors.
• Existing branch territories with significant deposit bases and potential client referrals.
• Freedom to create solutions tailored to individual client goals.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.