Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor — Open Architecture, Credit Union opportunity

$50k - $75k

LPL Financial

LPL Financial is seeking a Financial Advisor to join TruStage at Summit Credit Union in Waukesha, Wisconsin. In this role, you will service an existing client base and create financial solutions tailored to client goals. The ideal candidate must hold Series 7 and 66 licenses and have at least three years of investment sales experience. This position offers a competitive salary of $50,000 to $75,000 and the potential for incentive compensation. #J-18808-Ljbffr LPL Financial

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor — Open Architecture, Credit Union opportunity in Waukesha, WI vacancy
  • $50k - $75k

    Job Description LPL Financial partners with TruStage to...  ...financial services to credit union clients. This employment opportunity at TruStage located at...  ...Credit Union as a Financial Advisor working for TruStage...  ...customized services An open architecture platform with access to... 
    Union
    Local area

    LPL Financial

    Waukesha, WI
    4 days ago
  •  ...Landmark Credit Union Job Opportunity At Landmark Credit Union, we succeed by putting people first...  ...collaboration enables us to support our members' financial wellbeing, positively impact the...  ...source). 5. May train to perform open/closing duties (with manager on site)... 
    Union
    Work experience placement
    Monday to Thursday
    Weekday work

    Landmark Credit Union

    New Berlin, WI
    1 day ago
  • A leading credit union in Waukesha is seeking a Mortgage Loan Officer to provide personalized financial services and originate mortgage loans. The ideal candidate should have at least 5 years of experience in mortgage lending, excellent interpersonal skills, and a customer... 
    Union

    Summit Credit Union

    Waukesha, WI
    1 day ago
  • $18 - $21.5 per hour

     ...helpful service that promotes financial well‑being and consistently...  ...example. Initiate and open new memberships and accounts...  ...Responsible for meeting established Credit Union and Branch goals through...  ...Eligibility for profit sharing opportunities in the form of a... 
    Union
    Hourly pay
    16 hours
    Full time
    Temporary work
    Part time
    Immediate start
    Monday to Friday

    TruStone Financial Credit Union

    New Berlin, WI
    1 day ago
  •  ...Universal Banker (Personal Banker) At Summit Credit Union, we're all about people helping people...  ...building futures, confidence, and financial wellness along the way. As a Senior...  ...holidays and wellness‑focused benefits. Opportunities for professional growth and leadership... 
    Union
    Work at office
    Local area

    Legendary Whitetails

    Waukesha, WI
    2 days ago
  •  ...Landmark Credit Union Job Opportunity At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture...  ...inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve,... 
    Union
    Immediate start

    Landmark Credit Union

    New Berlin, WI
    1 day ago
  •  ...At Landmark Credit Union, we succeed by putting people first - and...  ...us to support our members' financial wellbeing, positively impact...  ...learn more about this and other opportunities at Landmark Credit Union....  ...to members. 3. Performs opening/closing duties as needed (with... 
    Union
    Weekday work

    Landmark Credit Union

    West Allis, WI
    7 hours ago
  • Landmark Credit Union Talent Acquisition is seeking a Teller to join their team in New Berlin, WI. This full-time position is focused...  ...ability to work independently. Friendly work environment with opportunities for career growth. #J-18808-Ljbffr Landmark Credit Union... 
    Union
    Full time

    Landmark Credit Union Talent Acquisition

    New Berlin, WI
    2 days ago
  •  ...everyday moments a little more fun? At Summit Credit Union, we're not just about transactions-we'...  ...matters. Handle a variety of financial transactions with precision and care....  ...committed to providing Equal Employment Opportunity regardless of race, color, religion, sex... 
    Union
    Work at office
    Local area

    Summit Credit Union

    Waukesha, WI
    4 days ago
  •  ...Centralized Mortgage Lending and focuses on maintaining Landmark Credit Union's reputation for competitive mortgage rates and high‑quality...  ...contact for all parties throughout the process and leverage opportunities to cross‑sell other Landmark products. Stay informed on... 
    Union
    Immediate start

    Milwaukee Succeeds

    New Berlin, WI
    5 days ago
  • TruStone Financial Credit Union is seeking a Member Service Representative to provide exceptional customer service at our New Berlin branch...  ...options, paid time off, and various employee development opportunities to support our members' financial well-being. #J-18808-Ljbffr... 
    Union
    Part time

    TruStone Financial Credit Union

    New Berlin, WI
    1 day ago
  •  ...is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor...  ...structure Additional bonus opportunities Supportive, collaborative...  ..., status as a veteran, union membership, ethnicity, gender... 
    Union
    Base plus commission
    Work at office
    Local area

    Vaco

    Waukesha, WI
    5 days ago
  • Join to apply for the Financial Advisor - PNC Wealth Management role at PNC Position Overview...  ...employees feel respected, valued and have an opportunity to contribute to the company’s success...  ..., Client Relationship Building, Credit Risk Analysis, Customer Engagement,... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Pewaukee, WI
    2 days ago
  • $24 per hour

     ...assist clients in achieving financial goals while providing...  ...Maximize customer sales opportunities by cross selling...  ...branch personnel. Sell credit life and disability insurance...  ...tax implications to a tax advisor when appropriate. Operations Open and close the branch. Open... 
    Full time
    Bank staff
    Work at office
    Local area

    North Shore Bank

    Pewaukee, WI
    5 days ago
  • $65k

     ...you're a candidate seeking a new opportunity or a bank or company president looking...  ...: Manage customer bank accounts: open, close, and oversee transactions...  ...processing, and loan closing at a financial institution Ability to explain credit bureau reports and manage loan... 
    Work at office

    The Symicor Group

    Waukesha, WI
    4 days ago
  • A financial services institution in Wisconsin is seeking a Business Services Loan Administrator to facilitate the loan closing process...  ...ability to manage multiple priorities. This full-time position offers a dynamic work environment. #J-18808-Ljbffr Landmark Credit Union
    Union
    Full time

    Landmark Credit Union

    New Berlin, WI
    5 days ago
  • Landmark Credit Union Talent Acquisition seeks a Treasury Management Specialist in New Berlin, WI. The role supports business members...  ...treasury management solutions are essential. The position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr... 
    Union

    Landmark Credit Union Talent Acquisition

    New Berlin, WI
    5 days ago
  • Landmark Credit Union in New Berlin is looking for a Teller to handle transactions, provide excellent customer service, and assist members with their banking needs. A high school diploma is required, and experience in cash handling or customer service is preferred. The... 
    Union

    Landmark Credit Union

    New Berlin, WI
    4 days ago
  • Advia Credit Union in Wisconsin is seeking a full-time, on-site employee to provide exceptional service and build strong relationships with members. The ideal candidate will possess strong communication skills, preferably with experience in cash handling and customer service... 
    Union
    Full time

    Advia Credit Union

    Pewaukee, WI
    4 days ago
  • A financial institution located in New Berlin, WI is seeking a Business Loan Closing Administrator to manage the closing process for...  ...role requires the ability to work independently and support client needs with a positive attitude. #J-18808-Ljbffr Landmark Credit Union
    Union

    Landmark Credit Union

    New Berlin, WI
    3 days ago
  • Landmark Credit Union in New Berlin, Wisconsin, is seeking a full-time teller to perform transactional duties to serve members, including accepting and dispensing cash and providing account services. This role requires a high school diploma, customer service skills, and... 
    Union
    Full time

    Landmark Credit Union

    New Berlin, WI
    5 days ago
  •  ...Landmark Credit Union Job Opportunity At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture...  ...inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve,... 
    Union

    Landmark Credit Union

    Brookfield, WI
    7 hours ago
  •  ...loan files in Nautilus, including scanning and filing all closed loans and any other ancillary documents. Responsible for all year‑end servicing activities, including escrow disbursements and interest statements. #J-18808-Ljbffr Landmark Credit Union Talent Acquisition
    Union

    Landmark Credit Union Talent Acquisition

    New Berlin, WI
    1 day ago
  • Summit Credit Union, voted number one employer by WSJ and top ten by...  ...Madison Magazine, has an exciting opportunity to join our mortgage team as...  ...personal, customized financial services to potential members...  ...serving as a trusted financial advisor through recommending... 
    Union
    Local area

    Summit Credit Union

    Waukesha, WI
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through...  ...aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Pewaukee, WI
    4 days ago
  • $41.71k - $65k

     ...provides advice and guidance regarding financial solutions that are in the best interests...  ...and identify immediate / future opportunities. * Engages customers to complete needs...  ...resolves issues raised through consumer credit audits and quality checks to ensure accurate... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    New Berlin, WI
    3 days ago
  •  ...March 10, 2026 at 5:00 AM At Landmark Credit Union, we succeed by putting people first -...  ...collaboration enables us to support our members’ financial wellbeing, positively impact the...  ...to learn more about this and other opportunities at Landmark Credit Union. NATURE AND... 
    Union
    Work at office
    Immediate start
    Flexible hours

    Landmark Credit Union

    New Berlin, WI
    3 days ago
  • $80k

     ...the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential...  ...applicable laws rules and regulations governing the credit union, and verifying financial records. Perform walkthroughs with key internal stakeholders... 
    Union
    Work at office

    The Symicor Group

    Waukesha, WI
    5 days ago
  •  ...and tax estimates Assist Lead Advisor in carrying out planning,...  ...Prepare, review, and update financial plans, including working with...  ...questions or research investment opportunities Utilize the firm’s CRM and...  ...information concerning your credit, character, general... 
    Permanent employment
    Full time
    Work at office

    Bluespring Wealth

    Brookfield, WI
    4 days ago
  •  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...  ...clients. Additionally, you'll have the opportunity to collaborate with and be mentored by...  ..., following standard KYC procedures to open account(s) as appropriate Serves as... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Waukesha, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor — Open Architecture, Credit Union opportunity. Be the first to apply!