Financial Advisor - Consumers Credit Union

Location: Marshall, Michigan, United States

Pay range: $60,000–$60,000 per year, plus eligible sales incentive compensation.

Company

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

What you will do

• Build and grow a client base through Consumers Credit Union’s member referrals and branch network.
• Help individuals and families develop financial solutions throughout their financial lives.
• Create tailored client solutions without being limited to proprietary products.
• Use hirify.global’s technology, investment products, resources, and advisory support.
• Develop the advisory business by leveraging the credit union’s member base, deposit base, reputation, and community presence.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 may satisfy the applicable requirement.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with Consumers Credit Union; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open architecture platform with thousands of investment products from 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 investment program supporting the local community.