Centralized Financial Advisor - Orange County's Credit Union

Location: Santa Ana, California, United States; onsite

Salary: $70,000 per year, plus eligible sales incentive compensation

Company

hirify.global partners with credit unions to provide investment and financial services to their members; employment for this role is with Orange County's Credit Union.

What you will do

• Service an existing book of business upon hire.
• Build and grow a client base through the credit union's referral system and member community.
• Help individuals and families identify financial solutions throughout their financial lives.
• Create client-specific investment solutions without proprietary product restrictions.
• Grow the advisory business using LPL's technology, tools, resources, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with Orange County's Credit Union; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access proprietary technology and customized advisory services.
• Use an open-architecture platform with thousands of investment products from third-party sponsors.
• Access firm-wide resources and expertise for developing client solutions.
• Build solutions tailored to individual client goals.
• Leverage the credit union's community reputation and member base.