Financial Advisor - Guardians Credit Union
LPL Financial
Financial Advisor – Guardians Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Guardians Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Guardians Credit Union for financial solutions. Key Benefits The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing Partner Support Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third‑party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals Requirements Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Guardians Credit Union. Pay Range: 40,000 - 60,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. #J-18808-Ljbffr LPL Financial
$40k - $60k
LPL Financial is seeking a Financial Advisor at Guardians Credit Union in West Palm Beach, FL. This exciting position involves servicing an existing book of business and utilizing the credit union's referral system to build a strong client base. Candidates should have...Union- ...At Flagler Credit Union , a division of Dort Financial Credit Union, we’re more than a workplace—we’re a mission-driven team committed to enriching lives . That includes our members, employees, and the communities we serve. Our vision is to be a leader in our industry...UnionFull timeFlexible hours
$60k - $100k
...loan documentation, such as title insurance, loan applications, credit reports, appraisals, and income and asset declarations are accurate... ...a mortgage banker or mortgage lending company, bank, or credit union is required About Company Our employees say, "... we work...Union- A community-focused credit union in West Palm Beach is seeking an experienced Investment Advisor to enhance member relationships and provide financial planning services. The ideal candidate must hold FINRA Series 7 and 66 licenses, with two or more years of experience...Union
$49.44k
...Join to apply for the Investment Advisor role at Dort Financial Credit Union Dort Financial Credit Union provided pay range This range is provided by Dort Financial Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to...UnionFull timeImmediate start$1,153.84 per week
...Investment Advisor (Wealth Management) Location: Central Palm Beach County, FL (Flexible... ...: In coordination with Cetera Financial Group & BAR Financial Compensation:... ...ecosystem. You will partner directly with our credit union branches, training staff to refer high-...UnionBase plus commissionLocal areaFlexible hoursShift work- ...Department, guiding staff, managing workflows, and ensuring accurate financial reporting. You will analyze data, drive process improvements,... ...with managers, vendors, and other departments to support the credit union's objectives. The ideal candidate has an associate degree or...Union
- Dort Financial Credit Union is seeking a dedicated Mortgage Loan Originator to enhance our team. This role involves developing new business and maintaining member relationships by structuring mortgage products that meet their needs and effectively closing loans. You will...UnionWork at office
- A leading mortgage company seeks a Mortgage Financing Advisor in West Palm Beach, FL. This position involves providing financial guidance to homebuyers, training sales teams, and ensuring timely mortgage processes. Candidates should have strong customer service skills...Work at office
$40k
...Why Join Flagler Credit Union, a division of Dort Financial Credit Union? High Earning Potential: Guaranteed $40,000 for the first 3-6 months, transitioning into a base salary of $25,750 with commissions and units funded and closed bonuses Earning potential in the six...UnionWork experience placement$60k
...The Investment Advisor Role has a high earning potential Built in member leads and referrals Guaranteed $60,000 base... ...one earning potential of $100,000 to $150,000 Flagler Credit Union , a division of Dort Financial Credit Union, is seeking team members who are passionate...UnionBase plus commission- ...statement reconciliations. Prepare monthly and quarterly fund-level financial statements under US GAAP (ASC 946) along with supporting... ...Prepare loan compliance calculations and lender package. Line of credit and fund-level debt. Track LOC balances, draws, and paydowns; prepare...Full timeShift work
$769.23 per week
...taking the initial application and pulling credit to structuring the loan and issuing pre-... ...trade shows, and represent the Credit Union at local networking events. Branch Liaison... ...Technical Literacy: Ability to collect financial data (tax returns, assets, income), run...UnionBase plus commissionLocal areaImmediate startFlexible hours- ...school; or twelve to eighteen months’ related experience and/or training; or equivalent combination of education and financial services or credit union or management experience. Ability to read, analyze and interpret general business correspondence including emails and...UnionFull timeWork at office
- ...ll find the ingredients you need at LPL Financial to shape your success while helping clients... ....Job Overview:As an Associate Financial Advisor, you’ll work alongside a successful LPL... ...regarding an applicant’s bank or credit card. Should you have any questions regarding...Work at officeWork from home
$60k
Dort Financial Credit Union is looking for an Investment Advisor in North Palm Beach, Florida. The role offers a guaranteed $60,000 base salary for the first 9 months and has a year-one earning potential of $100,000 to $150,000. You will be responsible for building member...Union$17.8 per hour
...together. Where great benefits lead to a life fulfilled. Competitive Pay Medical/Dental/Vision/401K opportunities Travel discounts Credit Union Membership Tuition Reimbursement Professional Counseling & Family Support Growth and Development Opportunities *Benefit...UnionHourly payWorldwideShift workWeekend work- ...manager platform is seeking an Analyst focused on convertible bonds, credit, and equity-linked instruments to support a senior Portfolio... ...investment banking or a related field, with strong skills in financial statement analysis and credit metrics. This full-time role...Full time
- ...EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral bonuses. Those who meet service or hours requirements are also eligible for: 401(k) match; medical/dental/vision; HSA;...UnionTemporary workLocal areaHome officeFlexible hours
- ...seeking a platform with reasonable production expectations, strong credit support, and the ability to build and grow a meaningful... ...investors, and professional referral partners. Analyze borrower financial statements and structure credit facilities in partnership with...Local area
$55k - $60k
...role is essential for maintaining accurate financial records by managing both the accounts... ...inquiries and disputes Process and reconcile credit card statements Qualifications :... ..., age, disability, status as a veteran, union membership, ethnicity, gender, gender...UnionFor contractorsWork at officeLocal area- Senior Loan Processor Our mortgage team is growing and we're seeking an experienced senior loan processor to join our group of lending professionals. The ideal candidate will have several years of experience as a loan processor, excellent time management and customer...
- ...professional development. Your customer service expertise and financial background will allow you to help families purchase high quality... ...benefits at We are an Equal Opportunity Employer. Drug Testing and Credit Check are required. Applicants must be legally entitled to work...Work at office
- ...offered Job Summary The Mortgage Financing Advisor is primarily responsible for precontract... ...Meet with buyer prospects to provide financial guidance, expertise and preapproval services... ...lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and...Contract workWork at officeLocal areaFlexible hoursAfternoon shift
- ...Technology Officer The Chief Technology Officer (CTO) oversees the credit union's Information Technology (IT) and drives organizational... ...partners with the Executive Vice President (EVP) and Chief Financial Officer (CFO) to budget for sufficient investments and to...Union
- ...Chief Credit Officer About the Company Rapidly advancing talent acquisition company providing boutique services Industry... ...in the relevant field required Over 10 years' experience in financial or credit analysis and lending required Sound financial acumen...
- International Executive Service Corps is seeking a dedicated Loan Officer to impact homebuyers' lives through a respectful and empowering environment. You will guide customers through the loan process from application to settlement, while effectively communicating with ...
- Guardians Credit Union in West Palm Beach is seeking a Member Service Specialist to serve our members by providing exceptional customer service and cross-selling credit union products. This role involves answering member inquiries, processing loans, and maintaining knowledge...Union
- NewDay USA seeks Credit Analysts in West Palm Beach, Florida, to support the loan closing and funding process for Veterans. This entry-level role involves honing analytical skills and facilitating significant loan transactions. A Bachelor's degree, preferably in a relevant...
- A top US homebuilder is seeking a bilingual Loan Processor to support homebuyers through the loan approval process. This role involves providing exceptional customer service, managing loan files, and ensuring accurate documentation for approvals. You should have at least...
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