Financial Advisor - Summit Credit Union

Location: Waukesha, Wisconsin, United States

Pay range: $50,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage and Summit Credit Union to provide investment and financial services to credit union members.

What you will do

• Serve Summit Credit Union members at different stages of their financial lives.
• Service an existing book of business after joining.
• Build a client base through the credit union’s referral system and member network.
• Develop investment and insurance solutions aligned with client goals.
• Grow the advisory business using hirify.global’s technology, tools, and support resources.

Requirements

• Series 7 and Series 66 licenses required; Series 63 and 65 combinations are also accepted.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to create client-specific solutions without proprietary product restrictions.
• Access to Summit Credit Union’s established member base, branch territories, and community reputation.