Wealth Advisor - Royal Credit Union

Location: On-site at a local branch in Eau Claire, Wisconsin, United States

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

Company

hirify.global partners with credit unions to provide financial services tailored to their clients' needs.

What you will do

• Provide advice-based investment, brokerage, advisory, and insurance solutions to branch clients and prospects.
• Use a consultative, holistic sales process and needs-assessment tools to develop suitable financial solutions.
• Build and manage relationships with retail branch managers, branch staff, and centers of influence.
• Support branch referral efforts and identify cross-selling and referral opportunities for credit union products.
• Deliver high-quality customer service and meet or exceed sales goals for the assigned territory.
• Maintain ethical business practices and comply 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 in a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or Series 66 registration where required; any required inactive registration must be obtained within the first six months.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.

Nice to have

• Demonstrated success selling products and services to investment clients.
• Knowledge of client and partner needs in the bank-based investment market.
• Strong knowledge of investment and insurance products and financial planning.

Culture & Benefits

• Collaborative, client-focused, and team-oriented working environment.
• Fast-paced setting that encourages creativity and continuous improvement.
• Opportunity to work independently while partnering closely with retail branch teams.
• Sales incentive compensation is available in addition to the stated salary range.