Wealth Advisor (Finance)

Location: Yuma Region branches, including Happy Valley, Scottsdale, and Glendale, Arizona

Company

hirify.global provides financial products and services designed to support members, families, and local communities.

What you will do

• Serve members’ investment and financial planning needs through a total-needs-based approach.
• Conduct face-to-face financial analyses, identify goals, and recommend suitable insurance and securities products.
• Build and maintain member relationships through periodic reviews and community involvement.
• Partner with branch management, lending, and Business Services associates to develop profitable relationships.
• Execute investment-services marketing activities, achieve commission and production goals, and track results in the CRM system.
• Maintain compliant client files and conduct business according to broker-dealer, insurance, securities, FINRA, and applicable legal requirements.

Requirements

• High school diploma required; a bachelor’s degree in economics, finance, business, or a related field is preferred, or equivalent work experience.
• One to three years of similar experience, including at least two years as a Financial Advisor.
• Ability to achieve production goals with minimal dependence on credit union referrals.
• FINRA SIE, Series 7, and Series 63/65 or Series 66 registration required.
• Arizona Life, Health, and Variable Products license required.
• Certified Financial Planner certification is preferred, along with a passion for people, innovation, and growth.

Culture & Benefits

• Paid holidays, floating holidays, personal days, vacation, and sick time.
• Low-cost medical, dental, and vision plans.
• Paid childcare assistance and student loan repayment.
• Award-winning 401(k) plan.
• Gym fee reimbursement and tuition reimbursement.
• Work focused on financial well-being, community impact, and member relationships.