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- ...Join a Team That Makes a Difference 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...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- ...Collaboration, and Volunteerismand 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
$49.44k
...Investment Advisor Role The Investment Advisor Role has a high earning potential. Built in member leads and referrals... ...earning potential of $100,000 to $150,000. Flagler Credit Union, a division of Dort Financial Credit Union, is seeking team members who are...UnionBase plus commissionFull time- Patelco Credit Union is seeking a Career Development Coordinator based in West Palm Beach, FL. This role supports students and alumni in vocational discernment and career planning, ensuring efficient operations while promoting career readiness and employment outcomes....Union
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- ...or periodic reports related to debit and credit cards. Complete reconciliations of cash advances... ...and services according to credit union SPARK initiative standards. To provide... ...Credit Union is a progressive, full service financial institution that is passionate about...Union
$120k - $140k
...people across Africa, Asia, and South America. Summary The Senior Financial Associate of Strategic Initiatives is responsible for the financial stewardship and performance reporting of GoodLeap's new credit card program. This role will focus on building the financial...- ...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. You’ll act as a liaison between the borrower...
- ...organize, and accomplish Knowledge of programming languages An additional requirement for this role is the successful passing of a credit check review for the selected candidate WHAT'S IN IT FOR YOU: Competitive starting base salary plus a targeted annual performance bonus...Work experience placementRemote work
- ...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....Remote work
$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...UnionWork at officeLocal area$102k - $190k
...comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end...Contract workPart timeLocal areaShift work$102k - $190k
...comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end...Local areaShift 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- ...verifying duties to obtain and record financial data for use in maintaining accounting... ...supportive relationships with all areas of the credit union as well as external partners. Detail... ...in the work environment is usually moderate. #J-18808-Ljbffr Guardians Credit UnionUnionWork at office
- ...coupled with proactive employees throughout its management and union staff. We offer all employees an excellent opportunity to be part... ...include estimating/pricing extra work items, change orders and credit. Assist contracting team during preparation of inquiries and...UnionFor subcontractorWork at office
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- Job Description Job Description We’re searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships...
- ...Chief Credit Officer About the Company Rapidly advancing talent acquisition company providing boutique services Industry Staffing... ...in the relevant field required Over 10 years' experience in financial or credit analysis and lending required Sound financial...
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$350k
...Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth... ...market. Our client is seeking a Senior Advisor/ Banker who leads with investments.... ...selling opportunities. Provide integrated financial services advice to these clients...- LRP Media Group is seeking a Credit Analyst to support their Processing and Sales teams, focusing on Veterans' loan transactions. Ideal candidates will hold a Bachelor's degree with strong analytical and organizational skills. The role offers a competitive compensation...
- ...searching for exceptional analytical minds to join our team as Credit Analysts. As a key part of our in‑house operations, Credit Analysts... ...Sales teams by solving and communicating vital operational and financial matters. Department Underwriting Responsibilities As a Credit...
$60k - $70k
LRP Media Group is seeking a Credit Analyst for overseeing account collections. This role involves managing the collection process, reviewing... ...varying by location. Join a professional services environment and contribute to our financial success. #J-18808-Ljbffr LRP Media GroupWork at office
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