Wealth Advisor - Dow Credit Union (Financial Services)

Location: On-site at the Dow Credit Union branch in Midland, Michigan, United States

Salary: $58,500–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global collaborates with credit unions to provide financial services and investment solutions for their clients.

What you will do

• Provide holistic, needs-based investment, brokerage, advisory, and insurance solutions to retail clients.
• Manage and develop an assigned book of business while soliciting new and existing investments.
• Build strong partnerships with branch managers and branch staff to support referrals and cross-selling opportunities.
• Deliver high-quality customer service and a world-class client experience.
• Meet or exceed territory sales goals while complying with regulatory, broker-dealer, and institutional requirements.

Requirements

• High school diploma or equivalent; a bachelor’s degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active applicable state life insurance license, Series 7, Series 63 where required, and Series 65 or 66 registration.
• Obtain any required inactive state registration within the first six months of employment.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.
• Strong communication, organization, research, analysis, customer service, and independent working skills.

Nice to have

• Evidence of strong investment product and service sales results.
• Knowledge of bank-based investment markets, investment products, insurance products, and financial planning.

Culture & Benefits

• Fast-paced, client-focused, team-oriented work environment.
• Emphasis on collaboration, creativity, and continuous improvement.
• Sales incentive compensation eligibility in addition to the stated salary range.