Wealth Advisor - Security Federal Savings Bank

Location: On-site at a local branch in Lafayette, Indiana, United States

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

Company

hirify.global collaborates with banks to provide financial services tailored to their customers, including investment and insurance solutions.

What you will do

• Provide comprehensive, needs-based brokerage, advisory, investment, and insurance solutions to retail clients.
• Use a consultative and holistic sales process to assess client needs and objectives.
• Build and manage relationships with branch staff, branch managers, and centers of influence.
• Support referral generation, cross-selling, and collaboration with assigned bank branches.
• Deliver high-quality customer service while meeting or exceeding territory sales goals.
• Maintain ethical business practices and comply with regulatory, broker-dealer, and institutional requirements.

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.
• Ability to obtain any required inactive registration within the first six months of employment.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Proven success selling products and services to investment clients.
• Knowledge of client and partner needs 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 earn sales incentive compensation in addition to base salary.