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 About National...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
$300k - $425k
...Banker Love what you do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with... .... The role partners closely with wealth management advisors to provide tailored guidance and recommendations...UnionWork experience placementWork from homeFlexible hoursShift workAfternoon shift$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$70k - $75k
...Requisition No:880826 Agency: Office of Financial Regulation Working Title: FINANCIAL... ...companies, including state-chartered banks, credit unions, trust companies, loan originators,... ...lenders, securities dealers, investment advisors, consumer collection agencies and money...UnionWork experience placementWork at officeLocal areaImmediate startMonday to FridayFlexible hoursNight shift- ...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
$139.7k - $232.9k
...access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process...Full timeTemporary workWork experience placement$165k - $200k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...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
- 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
- ...supervision, responsible for providing financial aid guidance to prospective, currently enrolled... .... What a day of a Financial Aid Advisor looks like : Provides... ...Difference between clock hour and credit hour programs and the awarding methodology...Temporary workWork experience placementWork at officeLocal areaRemote workNight shift
$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...Full timeContract workPart timeLocal areaShift work- ...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
$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$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- ...management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively... ...market needs to enable the innovation, design, and delivery of credit solutions more effectivelyRequired Qualifications:7+ years of...Full timeWork experience placement
- ...Credit Officer II Fort Lauderdale, Florida;West Palm Beach, Florida; Miami, Florida **... ...guided by a common purpose to help make financial lives better through the power of every... ...and revenue growth + Serve as a trusted advisor to clients, providing strategic guidance...Work at officeFlexible hoursShift workDay shift
- ...Bank of America in West Palm Beach is looking for a Credit Officer I/II to manage a diverse portfolio of middle market clients across... ...commercial banking and strong skills in credit structuring and financial analysis. This position focuses on client engagement, risk management...
$139.7k - $232.9k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine...Temporary workWork experience placement- Atlantic Group in West Palm Beach, FL is seeking a Fund Accountant (Private Credit) to support fund accounting, financial reporting, and investment operations within a growing alternative asset management environment. The ideal candidate will have 2-4 years of fund accounting...
- ...and detail-oriented professional to join our team at a private credit fund. The ideal candidate will possess extensive knowledge of fund... ...role is crucial in ensuring the accuracy and integrity of our financial operations and reporting. Key Responsibilities Manage and...Hourly pay
- WhiteCap Search is seeking an experienced Fund Accountant to manage daily accounting operations for a private credit fund and oversee financial reporting. The role emphasizes accuracy, timely capital calls and distributions, and collaboration with the investment team to...
$100k - $112k
Job Overview - Fund Accountant (Private Credit) Compensation: $100,000 - $112,000/year + bonusLocation: West Palm Beach, FLSchedule:... ...West Palm Beach, FL for our client, supporting fund accounting, financial reporting, and investment operations within a growing alternative...Monday to Friday$170k - $225k
...municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek’s Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by...UnionLocal area- ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal 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
- BMO Financial Group in West Palm Beach is seeking a senior Relationship Manager to serve high-net-worth clients with a comprehensive wealth... ...solutions, investments, and planning. The role combines credit and lending proficiency with investment expertise to deliver end...
- ...communicate to clients/prospects complex financial concepts and investment strategies in a... ...Serve as the client's advocate and trusted advisor (primary contact) for strategic advice... ...knowledge of investments, banking and credit products Strong knowledge of financial...
- ...and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative... ...problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. # Contributes...Full timePart timeWork at officeNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Guardians Credit Union. Be the first to apply!
- financial advisor training program West Palm Beach, FL
- financial planning assistant West Palm Beach, FL
- estate planning consultant West Palm Beach, FL
- associate leveraged finance West Palm Beach, FL
- financial advisor development program West Palm Beach, FL
- wealth advisor West Palm Beach, FL
- financial planner cfp West Palm Beach, FL
- financial consultant West Palm Beach, FL
- financial counselor West Palm Beach, FL
- senior financial advisor West Palm Beach, FL

