Wealth Advisor (Investment Sales)

Location: On-site at 4Front Credit Union in Traverse City, Michigan; candidates must be local.

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

Company

hirify.global provides investment and advisory services through financial institutions and their retail client networks.

What you will do

• Serve as a dedicated wealth advisor for an assigned credit union branch or group of branches.
• Provide comprehensive, needs-based investment, brokerage, advisory, and insurance solutions.
• Build and manage relationships with clients, branch managers, branch staff, and centers of influence.
• Support referral generation, cross-selling, and referrals back to the credit union when appropriate.
• Meet or exceed territory sales goals while following applicable policies, procedures, and regulations.
• Deliver a high-quality customer experience through consultative financial conversations.

Requirements

• At least two years of investment sales experience, preferably within a financial institution.
• High school diploma or equivalent; a bachelor's degree is preferred.
• Active applicable state life insurance license, Series 7 registration, Series 63 registration when required, and Series 65 or 66 registration when required.
• Required registrations that are not active at hire must be obtained within the first six months.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.
• Strong communication, organization, research, analysis, customer service, and independent-working skills.

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.
• Bachelor's degree.

Culture & Benefits

• Client-focused, team-oriented environment.
• Fast-paced work emphasizing creativity and continuous improvement.
• Sales incentive compensation eligibility in addition to the salary range.