Financial Advisor

As a Financial Advisor, you’ll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance. You’ll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

• Competitive base salary (~$60K) plus commissions and inherited book
• Comprehensive benefits package and W-2 employment structure
• Active referral pipeline from engaged Credit Union membership
• Office space and marketing resources provided by PFG and the Credit Union
• Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full Fin Tech suite
• Training, compliance, and succession planning support from PFG’s leadership team
• A collaborative environment focused on member relationships—not sales quotas

• Licensed Financial Advisor (Series 7 and 66 required)
• 2+ years of client-facing advisory experience preferred
• CFP® designation is a plus, but not required
• Strong communication and relationship-building skills
• Passion for delivering client-first, fiduciary advice

Priority Financial Group (PFG) is an independent Registered Investment Advisory firm that partners with advisors and financial institutions nationwide. We provide flexible affiliation options, a multi-custodial platform, and an integrated technology stack to empower advisors with more control, efficiency, and growth potential.

If you’re ready to make an impact and grow your practice with the support of a strong Credit Union partnership and a trusted RIA team, we’d love to hear from you.

Equal Opportunity Employer: Priority Financial Group is an equal opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.