Wealth Advisor - American Eagle Financial Credit Union

Location: On-site at the local bank branch in Hartford, CT, United States

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

Company

hirify.global collaborates with banks and credit unions to provide financial services through an employee advisor model.

What you will do

• Deliver holistic, advice-based financial solutions to retail clients and prospective customers.
• Offer diversified brokerage, advisory, investment, and insurance products aligned with client needs and objectives.
• Build and manage relationships with branch staff, Retail Branch Managers, and Centers of Influence.
• Support referral activity, cross-selling opportunities, and referrals back to the financial institution.
• Provide high-quality customer service while following broker-dealer, institutional, and regulatory requirements.
• Meet or exceed established sales goals for the assigned territory.

Requirements

• High school diploma or equivalent; a bachelor's degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 65 or 66 registrations; Series 63 registration if required by the state of hire.
• If a required registration is not active at hire, obtain it 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 clients, partners, and practices in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented working environment.
• Emphasis on collaboration, creativity, and continuous improvement.
• Opportunity to work independently while partnering closely with retail branch teams.
• Sales incentive compensation eligibility in addition to the stated salary range.