Financial Advisor at MAX Credit Union - Montgomery, AL

Location: Montgomery, Alabama, United States

Salary: $24,000–$40,000 per year, plus sales incentive compensation.

Company

hirify.global operates an investment program in partnership with LPL Financial, offering members access to financial services and investment products.

What you will do

• Service an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and member network.
• Help members and families develop financial solutions for their goals.
• Identify new clients across several branch territories with significant deposit bases.
• Create client solutions using an open architecture platform and thousands of third-party investment products.
• Grow the investment advisory business using LPL Financial’s tools, technology, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more 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 services.
• Open architecture access to investment products from leading third-party sponsors.
• Firm-wide resources and expertise for developing client solutions.
• Freedom to create solutions aligned with individual client goals.
• Opportunity to serve the local community through hirify.global’s established reputation and member base.