Financial Advisor - CoVantage Credit Union

Location: Antigo, Wisconsin, United States

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

Company

hirify.global provides investment program services, technology, investment products, and support to financial advisors associated with partner financial institutions.

What you will do

• Service an existing book of business upon hire.
• Build and grow a client base through CoVantage Credit Union’s referral system and client network.
• Develop tailored financial solutions without proprietary product restrictions.
• Support individuals and families with financial goals throughout different stages of their financial lives.
• Use LPL’s technology, investment platform, and firm-wide resources to grow the advisory business.

Requirements

• Series 7 and Series 66, or Series 63/65, required.
• Insurance license required.
• Three or more years of investment sales experience.
• Employment is with CoVantage 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.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to support client solution development.
• Several branch territories with significant deposit bases and existing client opportunities.
• Support from hirify.global in developing and maximizing the investment program.