Financial Advisor - Fourleaf Federal Credit Union

Location: Westbury, NY, United States

Salary: $50,000–$70,000 per year, plus sales incentive compensation.

Company

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

What you will do

• Join the investment program at Fourleaf Federal Credit Union as an associated Financial Advisor.
• Build and develop a client base through the credit union’s member referral system and branch territories.
• Help members and families identify financial solutions across different stages of their financial lives.
• Create personalized client solutions using an open-architecture platform and third-party investment products.
• Grow the advisory business using LPL’s technology, tools, services, and firm-wide expertise.

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.
• Employment is with Fourleaf Federal Credit Union; 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 access to thousands of investment products from leading third-party sponsors.
• Resources and expertise to create solutions aligned with client goals.
• Referral opportunities and access to the credit union’s established member base and community reputation.
• Freedom to develop client-specific, non-proprietary financial solutions.