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5 часов назад

Financial Advisor - Scott Credit Union

45 000 - 60 000$
Формат работы
onsite
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 - Scott Credit Union (Investment Sales): Serving credit union members with financial solutions while managing an existing book of business and building a new client base through referrals and community relationships. with an accent on investment product selection, client-focused solutions, and business development. Focus on expanding advisory relationships, supporting clients' financial goals, and using open-architecture investment tools without proprietary product restrictions.

Location: Edwardsville, Illinois, United States

Salary: $45,000–$60,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services to credit union clients; employment for this role is with TruStage, while hirify.global holds the required securities and insurance licenses.

What you will do

  • Serve Scott Credit Union members with financial solutions throughout their financial lives.
  • Service an existing book of business after hire.
  • Build a client base through the credit union’s referral system and member network.
  • Develop client solutions using an open-architecture platform without proprietary product restrictions.
  • Use hirify.global’s technology, investment products, resources, and support to grow the advisory business.

Requirements

  • Series 7 and Series 66, or Series 63/65, required.
  • Insurance license required.
  • Three or more years of investment sales experience required.
  • Employment is with TruStage rather than hirify.global.

Culture & Benefits

  • Support from hirify.global’s proprietary technology and customized services.
  • Access to thousands of investment products from third-party product sponsors.
  • Resources and expertise to create solutions tailored to client goals.
  • Several branch territories with significant deposit bases and established credit union member relationships.
  • Opportunity to build a business within a community-focused credit union investment program.

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