Financial Advisor - Universal 1 Credit Union

Location: Dayton, Ohio, United States

Salary: $48,000–$60,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage and the position is based at Universal 1 Credit Union.

What you will do

• Provide financial solutions and investment guidance to Universal 1 Credit Union members.
• Service an existing book of business upon hire.
• Build and grow a client base through the credit union’s referral system and member community.
• Develop client solutions using an open architecture platform and non-proprietary products.
• Support clients and families with financial goals across different stages of their financial lives.

Requirements

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

Culture & Benefits

• Access to proprietary technology and customized support services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to help create solutions aligned with client goals.
• Access to multiple branch territories with established deposit bases and potential client referrals.
• Tools, technology, and support to grow the advisory business.