Wealth Advisor - Starion Bank

Location: On-site at the Starion Bank branch in Middleton, Wisconsin, United States

Salary: $58,500–$70,000 per year, plus eligibility for sales incentive compensation.

Company

hirify.global provides credit unions and financial institutions with financial services, investment products, and advisory support for their clients.

What you will do

• Deliver comprehensive, needs-based investment and insurance solutions to retail banking clients.
• Use a consultative and holistic sales process to assess client objectives and recommend suitable brokerage and advisory solutions.
• Build and manage relationships with clients, branch staff, Retail Branch Managers, and Centers of Influence.
• Support branch referral efforts and identify cross-selling opportunities between bank and investment services.
• Maintain ethical business practices and comply with regulatory, broker-dealer, and institutional requirements.
• Meet or exceed established sales goals for the assigned territory while maintaining a high-quality customer experience.

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 applicable state life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or 66 registration, where required; otherwise, obtain the required registration within six months of hire.
• 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 investment clients, bank-based investment markets, investment products, insurance products, and financial planning.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented working environment.
• Emphasis on collaboration, creativity, continuous improvement, and world-class client service.
• Opportunity to work independently while partnering closely with retail branch teams.
• Sales incentive compensation eligibility in addition to the stated salary range.