Financial Advisor - Georgia United Credit Union

Location: Duluth, Georgia, United States

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

Company

hirify.global partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage and the advisor is associated with hirify.global.

What you will do

• Service an existing book of business and support Georgia United Credit Union members with their financial goals.
• Build a client base through the credit union’s referral system and member network.
• Develop new client relationships across branch territories with significant deposit bases.
• Create personalized financial solutions using an open architecture platform and third-party investment products.
• Grow the advisory business with hirify.global’s technology, services, resources, 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 TruStage, not hirify.global; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Access to thousands of investment products from leading third-party sponsors.
• Resources and expertise across the firm to support client solutions.
• Freedom to create solutions tailored to individual client goals.
• Opportunity to serve and support the local credit union community.