Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Guardians Credit Union in West Palm Beach, FL vacancy
  • $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

    LPL Financial

    West Palm Beach, FL
    4 days ago
  •  ...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... 
    Union
    Full time
    Flexible hours

    Dort Financial Credit Union

    West Palm Beach, FL
    2 days ago
  • $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

    National Mortgage Team

    West Palm Beach, FL
    a month ago
  •  ...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:... 
    Union
    Full time

    Dort Financial Credit Union

    Palm Beach Gardens, FL
    1 day ago
  • $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... 
    Union
    Base plus commission
    Full time

    Dort Financial Credit Union

    Palm Beach Gardens, FL
    1 day ago
  • 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

    Patelco Credit Union

    West Palm Beach, FL
    19 hours ago
  • A financial institution in West Palm Beach is seeking an Accounting Manager to oversee accounting activities and maintain accurate...  ...should have excellent organizational skills and the ability to manage multiple tasks effectively. #J-18808-Ljbffr Guardians Credit Union
    Union
    Work at office

    Guardians Credit Union

    West Palm Beach, FL
    1 day ago
  •  ...Financial Examiner/Analyst II - 43004924 The Office of Financial Regulation (OFR) is...  ...companies, including state-chartered banks, credit unions, trust companies, loan originators,...  ...lenders, securities dealers, investment advisors, consumer collection agencies and money... 
    Union
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    Florida Jobs

    West Palm Beach, FL
    19 hours ago
  •  ...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... 
    Union
    Full time
    Work at office
    Remote work

    Fisher Organization

    Lake Worth, FL
    2 days ago
  • 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

    Pulte Mortgage

    West Palm Beach, FL
    19 hours ago
  • ◾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... 
    Union
    Full time

    Globe Life: Moore Organizations

    Lake Worth, FL
    2 days ago
  •  ...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

    Velocity Community Credit Union

    Palm Beach Gardens, FL
    a month ago
  • $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... 

    GoodLeap

    West Palm Beach, FL
    19 hours ago
  •  ...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... 

    StraussGroup

    West Palm Beach, FL
    4 days ago
  •  ...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 placement
    Remote work

    Military, Veterans and Diverse Job Seekers

    West Palm Beach, FL
    2 days ago
  •  ...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

    Seacoast Bank

    West Palm Beach, FL
    4 days ago
  • $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... 
    Union
    Work at office
    Local area

    Vaco

    West Palm Beach, FL
    14 hours ago
  • $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 work
    Part time
    Local area
    Shift work

    Hispanic Alliance for Career Enhancement

    West Palm Beach, FL
    3 days ago
  • $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 area
    Shift work

    BMO

    West Palm Beach, FL
    2 days ago
  • $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... 
    Union
    Work experience placement

    Dort Financial Credit Union

    West Palm Beach, FL
    9 days ago
  •  ...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 Union
    Union
    Work at office

    Guardians Credit Union

    West Palm Beach, FL
    19 hours ago
  •  ...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... 
    Union
    For subcontractor
    Work at office

    Posillico Civil Inc

    West Palm Beach, FL
    19 hours ago
  •  ...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 work
    Work experience placement
    Local area

    Chase

    Palm Beach, FL
    19 hours ago
  • 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...

    Parada Mortgage LLC

    West Palm Beach, FL
    1 day ago
  •  ...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... 

    Confidential

    Palm Beach, FL
    19 hours ago
  •  ...education and advice tailored to suit their financial needs. As a Private Client Banker in...  ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...  ...review of your criminal conviction history, credit report, information available through NMLS... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    West Palm Beach, FL
    4 days ago
  • $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... 

    Avior Executive Search

    West Palm Beach, FL
    19 hours ago
  • 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... 

    LRP Media Group

    West Palm Beach, FL
    3 days ago
  •  ...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... 

    NewDay USA

    West Palm Beach, FL
    3 days ago
  • $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 Group
    Work at office

    LRP Media Group

    West Palm Beach, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Guardians Credit Union. Be the first to apply!