Financial Advisor - Advia Credit Union

Location: Kalamazoo, Michigan, United States

Salary: $70,000–$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. Employment for this role is with Advia Credit Union, while hirify.global holds the required securities and insurance licenses.

What you will do

• Provide financial services and investment solutions to Advia Credit Union members.
• Service an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and member network.
• Create client solutions using an open-architecture platform without proprietary product restrictions.
• Use hirify.global’s technology, investment products, tools, and firm-wide resources to support client goals.
• Develop the credit union’s investment program and serve members across their financial life stages.

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.
• Ability to work with credit union members and develop client relationships.

Culture & Benefits

• Access to proprietary technology and customized support services.
• Access to thousands of investment products from third-party product sponsors.
• Resources and expertise across hirify.global to support client solutions.
• Opportunity to grow an advisory business using Advia Credit Union’s community reputation, member base, and referral network.