Financial Advisor — Open Architecture, Credit Union opportunity
$50k - $75kLPL 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...UnionLocal area- ...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)...UnionWork experience placementMonday to ThursdayWeekday work
- 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
$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...UnionHourly pay16 hoursFull timeTemporary workPart timeImmediate startMonday to Friday- ...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...UnionWork at officeLocal area
- ...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,...UnionImmediate start
- ...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...UnionWeekday work
- 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...UnionFull time
- ...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...UnionWork at officeLocal area
- ...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...UnionImmediate start
- 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...UnionPart time
- ...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...UnionBase plus commissionWork at officeLocal area
- 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 timeTemporary workWork experience placement
$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 timeBank staffWork at officeLocal area$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- 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 UnionUnionFull time
- 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 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
- 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...UnionFull time
- 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 UnionUnion
- 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...UnionFull time
- ...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
- ...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 AcquisitionUnion
- 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...UnionLocal area
$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 timeContract workFor contractorsWork at office$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 workPart timeLocal areaImmediate startDay shift- ...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...UnionWork at officeImmediate startFlexible hours
$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...UnionWork at office- ...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 employmentFull timeWork at office
- ...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 roleWork at officeLocal areaImmediate startShift workDay shift
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!
Related searches
- jde finance consultant Waukesha, WI
- financial advisor Waukesha, WI
- financial planner Waukesha, WI
- financial planning assistant Waukesha, WI
- financial advisor associate Waukesha, WI
- financial counselor Waukesha, WI
- financial planning associate Waukesha, WI
- finance associate Waukesha, WI
- estate planning consultant Waukesha, WI
- financial planning administrator Waukesha, WI

