Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union

Location: Elgin, Illinois, United States

Salary: $60,000–$80,000 per year, plus eligible sales incentive compensation.

Company

hirify.global supports bank-affiliated investment programs by providing financial services technology, products, resources, and advisory support.

What you will do

• Manage and develop an existing book of business.
• Build a strong client base through the credit union’s referral system and client network.
• Identify new clients and support individuals and families through different stages of their financial lives.
• Create tailored financial and investment solutions without relying on proprietary products.
• Use hirify.global’s technology, tools, services, and firm-wide resources to grow the advisory business.
• Serve clients across several branch territories with significant deposit bases.

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 Wealth Management Consulting Services at Consumers Credit Union; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to develop client-specific solutions.
• Opportunity to build and grow an independent advisory business with bank referrals and community presence.
• Freedom to create solutions aligned with individual client goals.