Financial Advisor (Credit Union)

Location: Syracuse, NY, United States

Pay range: $650,000–$700,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services and investment programs for credit union clients; employment for this role is with TruStage at The Summit Federal Credit Union.

What you will do

• Support credit union members with financial solutions throughout different stages of their financial lives.
• Service an existing book of business upon hire.
• Build and grow a client base through the credit union’s referral system and member network.
• Develop client solutions using an open-architecture platform and non-proprietary investment products.
• Grow the advisory business using LPL’s tools, technology, customized services, and firm-wide resources.

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 TruStage, while 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 create solutions tailored to client goals.
• Existing credit union member relationships, branch territories, and referral opportunities to support business development.