Financial Advisor - Apple Federal Credit Union (Finance)

Location: Fairfax, VA, United States

Salary: $60,000–$90,000 per year, plus eligible sales incentive compensation.

Company

hirify.global supports bank and credit union investment programs with financial services, technology, investment products, and advisor resources.

What you will do

• Provide investment and financial services to Apple Federal Credit Union clients.
• Service an existing book of business upon joining.
• Build and expand a client base through the credit union’s referral system and community relationships.
• Identify new clients through the credit union’s customer base and branch territories.
• Create client-specific financial solutions without proprietary product restrictions.
• Use hirify.global’s technology, services, investment products, and firm-wide resources to support client goals.

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

Culture & Benefits

• Access to proprietary technology and customized advisor services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to develop client solutions.
• Opportunity to grow an advisory business using the credit union’s established reputation, community presence, referral system, and existing deposit base.