Wealth Advisor - Gesa Credit Union (Financial Services)

Location: On-site at a local branch in Yakima, WA, United States

Salary: $68,640–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global collaborates with credit unions to provide financial services and investment solutions for their clients.

What you will do

• Provide comprehensive, needs-based investment, brokerage, advisory, and insurance solutions.
• Use a consultative and holistic sales process to assess client needs and objectives.
• Build and manage relationships with retail clients, branch managers, branch staff, and centers of influence.
• Support branch referral efforts, identify cross-selling opportunities, and generate referrals to the credit union.
• Deliver high-quality customer service and meet or exceed established 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 applicable state life insurance license.
• Active Series 7 and Series 63 registrations, with Series 63 required if applicable in the state of hire.
• Active Series 65 or Series 66 registration where required; any required inactive registration must be obtained within the first six months.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.

Nice to have

• Evidence of strong investment-client sales results.
• Knowledge of bank-based investment markets and the needs of clients and partners.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented working environment.
• Emphasis on collaboration, creativity, continuous improvement, and a world-class client experience.
• Opportunity to work independently while partnering closely with retail branch teams.
• Sales incentive compensation eligibility in addition to the stated pay range.