Financial Advisor - Logix Federal Credit Union

Location: Burbank, California, United States

Salary: $50,000 annually, plus eligible sales incentive compensation.

Company

hirify.global partners with credit unions to provide investment and financial services through local credit union programs.

What you will do

• Build and grow a client base through Logix Federal Credit Union’s member referral system.
• Provide financial solutions to members and families at different stages of their financial lives.
• Develop new client relationships through the credit union’s member base and branch territories.
• Create individualized client solutions using an open architecture platform and non-proprietary investment products.
• Use hirify.global’s technology, tools, services, and firm-wide resources to grow the advisory business.

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 Logix Federal Credit Union; 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 third-party product sponsors.
• Resources and expertise to develop solutions aligned with client goals.
• Referral opportunities through the credit union’s established member base and community reputation.