Financial Advisor (Investment Sales)

Location: Syracuse, NY, United States

Salary: $62,000–$80,000 per year, plus eligible sales incentive compensation.

Company

hirify.global operates a community-focused investment program in partnership with LPL Financial, providing clients with financial, investment, and insurance services.

What you will do

• Service an existing book of business and support clients throughout their financial lives.
• Build and expand a client base through the credit union’s referral system and client network.
• Identify new client opportunities across multiple branch territories.
• Create personalized investment and insurance solutions without proprietary product restrictions.
• Use LPL Financial’s technology, tools, investment platform, 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 hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to develop solutions aligned with client goals.
• Opportunity to leverage the credit union’s community reputation, referral network, and existing deposit base.