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7 часов назад

Financial Advisor - Fibre Federal Credit Union (Finance)

62 000 - 62 000$
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Advisor - Fibre Federal Credit Union (Finance): Providing investment and financial services to credit union members while managing and expanding an existing client base with an accent on investment sales, client solutions, and community-based referrals. Focus on developing tailored portfolios through an open architecture platform, acquiring new clients, and supporting members across their financial goals.

Location: Tillamook, Oregon, United States

Salary: $62,000 annually, plus eligible sales incentive compensation.

Company

hirify.global partners with credit unions to provide investment and financial services through local credit union investment programs.

What you will do

  • Provide financial and investment solutions to Fibre Federal Credit Union members.
  • Service an existing book of business from the start of employment.
  • Build and expand a client base through the credit union’s referral system and member community.
  • Develop client solutions using an open architecture platform without proprietary product restrictions.
  • Use hirify.global’s tools, technology, customized services, and firm-wide resources to grow the advisory business.

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 Fibre Federal Credit Union; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Access to proprietary technology and customized advisory services.
  • Access to thousands of investment products from third-party product sponsors.
  • Resources and expertise across hirify.global to support client solution development.
  • Opportunity to work with an established credit union reputation and community presence.
  • Eligible sales incentive compensation in addition to the stated salary.

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