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$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 Compensation: $60,000 - $100,000 #J-18808-Ljbffr...Union$94k - $105k
...Collaboration, and Volunteerism —and offer a supportive, growth-focused environment. Why Flagler Credit Union? Our team at Flagler Credit Union, a division of Dort Financial Credit Union enjoy competitive health packages on day-one , among other benefits that include:...UnionFull time$94k - $105k
...business development. In this role, you will act as the face of the Credit Union, hitting the ground running to build relationships, secure... ...and manage yearly loan servicing/reporting compliance. Financial Analysis: Complete debt service coverage analysis and...UnionLocal area- DORT FINANCIAL CREDIT UNION is seeking a Commercial Lender in North Palm Beach, FL, to grow business loans and manage existing portfolios. The ideal candidate will have over 4 years in business banking and experience in commercial lending. We offer competitive health packages...Union
- ...Join a Team That Makes a Difference At Flagler Credit Union, a division of Dort Financial Credit Union, we're more than a workplacewe're a mission-driven team committed to enriching lives. That includes our members, employees, and the communities we serve. Our vision...UnionFull timeFlexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...are a valued part of our firm, and we credit much of our success to their unique experiences...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...financial advisors are valued partners, and we credit much of our success to their unique...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Associate Financial Advisor Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of... ...the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application...Work experience placementWork at officeWork from home
- ...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
...The Investment Advisor Role has a high earning potential Built in member leads and referrals Guaranteed $60,0... ...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 commissionFull time$59k - $62k
FINANCIAL EXAMINER/ANALYST II - 43004924 Requisition No: 875723 Agency: Office of Financial... ..., including state‑chartered banks, credit unions, trust companies, loan originators, mortgage... ..., securities dealers, investment advisors, consumer collection agencies and money...UnionWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursNight shift- 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
- ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and...UnionFull time
- ...Fisher Organization is the New England division of American Income Life, committed to protecting members of Labor and Credit Unions and various Associations of New England as well as working families throughout the region. Our goal is to become the premier in-home supplemental...UnionFull timeWork at officeRemote work
$40k
...Why Join Flagler Credit Union High Earning Potential: Guaranteed $40,000 for the first 3-6 months, transitioning into a base salary... ...vision is to be a leader in our industry by providing quality financial services, developing an empowered and diverse team, and making...UnionWork experience placement- ...and skip tracing techniques to locate debtors and any relevant credit information pertaining to the debtor. Process ECM payments. Maintain... ...vendors responsible for performing services on the credit union’s behalf. Adheres to all credit union and departmental policies...Union
$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- ...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
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...conversations to understand their financial goals and align on solutions that meet their... ...on deposit accounts, loans and lines of credit, and referrals to other lines of...Temporary workWork at officeMonday to Friday
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...conversations to understand their financial goals and align on solutions that meet their... ...on deposit accounts, loans and lines of credit, and referrals to other lines of...Temporary workWork at officeMonday to Friday
- ...calculating, posting, and verifying duties to obtain and record financial data for use in maintaining accounting and statistical... ...importance of building supportive relationships with all areas of the credit union as well as external partners. Detail Orientation –...UnionWork at office
- ...separate skill set. Fund Accounting Responsibilities Financial statements. Maintain the general ledger for multiple fund... ...Prepare loan compliance calculations and lender package. Line of credit and fund-level debt. Track LOC balances, draws, and paydowns;...Shift work
- ...role is essential for maintaining accurate financial records by managing both the accounts... ...inquiries and disputes Process and reconcile credit card statements Qualifications Proven... ...citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender...UnionWork at officeLocal area
$59k - $62k
Requisition No: 875723 Agency: Office of Financial Regulation Working Title: FINANCIAL... ..., including state-chartered banks, credit unions, trust companies, loan originators, mortgage... ..., securities dealers, investment advisors, consumer collection agencies and money...UnionFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hoursNight shift- ...for SBA loans, including documentation, booking, funding, servicing considerations, and system uploads. Review loan applications, credit approvals, and internal documentation to confirm completeness, accuracy, and SBA eligibility prior to booking and funding. Upload and...Remote work
- ...This candidate does need to be bilingual (English/Spanish)* As a Mortgage Loan Processor , your customer service acumen and financial background will allow you to help families purchase high-quality homes in your community. Youll act as a liaison between the borrower...
- ...Summary The Credit Analyst will report to a West Palm based Portfolio Manager and will be focusing on fundamental bottoms up research... ...short investment opportunities. This will entail credit analysis, financial modelling, documentation reviews, etc. Analyze businesses and...
- ...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...Bank staffLocal area
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You...Temporary workWork experience placementLocal area
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