Financial Advisor - Grow Financial Federal Credit Union

Location: Tampa, FL, United States

Salary: $60,000–$80,000 per year, plus eligible sales incentive compensation.

Company

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

What you will do

• Build and grow a client base through Grow Financial Federal Credit Union’s member referral system.
• Support members and families with financial solutions throughout different stages of their financial lives.
• Develop personalized client solutions using an open architecture platform and a broad range of third-party investment products.
• Identify new clients through the credit union’s member base and branch territories.
• Grow the advisory business using hirify.global’s technology, tools, resources, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with Grow Financial 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.
• Open architecture with access to thousands of investment products from leading third-party sponsors.
• Firm-wide resources and expertise for developing client solutions.
• Freedom to create solutions aligned with individual client goals.
• Opportunity to work with a credit union known for its community presence and member relationships.