Wealth Advisor - Suffolk Federal Credit Union (Finance)

Location: On-site at the local bank branch in Medford, New York, United States

Salary: $58,500–$70,000 per year, plus eligible sales incentive compensation

Company

hirify.global collaborates with credit unions to provide financial services tailored to their clients’ needs.

What you will do

• Provide advice-based investment, insurance, brokerage, and advisory solutions for an assigned book of business.
• Use a consultative, holistic sales process and needs-assessment tools to understand client objectives.
• Solicit new and existing investments and insurance solutions from retail customers.
• Build strong relationships with branch managers and staff, supporting referral efforts and cross-selling opportunities.
• Deliver high-quality customer service while meeting or exceeding territory sales goals.
• Maintain ethical practices and comply with regulatory, broker-dealer, and institutional requirements.

Requirements

• High school diploma or equivalent; a bachelor’s degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, with Series 63 required where applicable.
• Active Series 65 or 66 registration where required; any required inactive registration must be obtained within the first six months of employment.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.

Nice to have

• Demonstrated success selling products and services to investment clients.
• Knowledge of clients and partners in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial-planning products.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented work environment.
• Opportunity to contribute creativity and continuous improvement.
• Work independently while collaborating closely with retail branch teams.
• Compensation includes eligibility for sales incentive payments.