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

Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union

LPL Financial

Financial Advisor

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions. This position will offer:

  • The ability to take over an existing book of business.
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client 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 bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • 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

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage Wealth Management Consulting Services at Consumers Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruStage Wealth Management Consulting Services at Consumers Credit Union.

Pay Range: 60000 - 80000 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.

LPL Financial
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL vacancy
  • $102k - $190k

     ...Grove Avenue Job Family Group: Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high...  ..., investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment... 
    Suggested
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    Barrington, IL
    2 days ago
  • $102k - $190k

     ...Wealth Management Relationship Manager Serves as the primary relationship manager...  ...strategies, and holistic financial planning. This role combines credit and lending proficiency with investment...  ...knowledge of Bank products, services and capabilities. Seasoned professional... 
    Suggested
    Part time
    Shift work

    Bmo

    Barrington, IL
    5 hours ago
  • $45k - $100k

     ...professional crossroads, a career as a financial advisor may be the right change for...  ...goals: retirement, building wealth, estate strategies, funding...  ...are valued partners, and we credit much of our success to their...  ...Join a financial services firm where your contributions... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Huntley, IL
    3 days ago
  •  ...About World Investment Advisors As part of World Insurance...  ...is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment...  ...and retirement plan consulting services. This includes regulatory... 
    Suggested
    Work from home
    Flexible hours

    World Insurance Associates LLC

    Barrington, IL
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50...  ...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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elgin, IL
    3 days ago
  •  ...Chief Credit Risk Officer (CCRO) A privately owned bank is seeking a Chief Credit Risk Officer to lead its credit and risk function...  ...active involvement in underwriting, portfolio oversight, and risk management. The Role Act as senior credit authority with... 

    JCW Group

    Elgin, IL
    1 day ago
  • $19 - $21 per hour

     ...provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses....  ...as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the... 
    Hourly pay
    Full time
    Temporary work
    All shifts
    Flexible hours

    Wintrust

    Elgin, IL
    14 hours ago
  •  ...Summary: The bank is seeking a motivated Credit Analyst / Junior Lender to support the...  ...seeking a career path into relationship management and loan origination within a community...  ...credit requests, including the review of financial statements, tax returns, collateral valuations... 
    Work at office
    Local area

    The Agency Recruiting

    Elgin, IL
    2 days ago
  • $103.7k - $138.2k

     ...Position Title: Wealth Advisor Locations: Joliet_IL...  ...innovating and optimizing our services to ensure we stay unique - providing...  ...identify their distinct financial needs and objectives and then...  ...relationships with investment management clients, trust clients, beneficiaries... 
    Full time
    Contract work
    Temporary work
    Work at office
    Flexible hours

    Midland States Bank

    Batavia, IL
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...· Investment & Advisory Services · Trust Services · Retirement...  ...every client's unique needs Manage your client's financial...  ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC)... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Elgin, IL
    3 days ago
  • $41.71k - $69k

     ...Retail Banking Sales & Service Delivers...  ...and guidance regarding financial solutions that are in...  ...issues raised through consumer credit audits and quality checks...  ...Applies the risk management framework to the portfolio...  .... Experience in a consultative customer service or sales... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Elgin, IL
    4 days ago
  • $70k - $90k

     ...detail-oriented and analytical professional to join our team as a Credit Analyst II. In this role, you'll have the opportunity to work...  ...You'll Do: Conduct credit analysis, verifications, and financial-statement reviews to support lending decisions and protect the... 
    Full time
    Work at office
    Local area

    American Community Bank & Trust

    South Elgin, IL
    3 days ago
  • $100k - $115k

    MetLife Investment Management is looking for a candidate in Hanover Township, NJ with strong valuation, modeling, and financial skills. The role involves conducting due diligence on investment opportunities and analyzing portfolios of various asset classes. Preferred qualifications... 
    Work at office

    MetLife Investment Management

    Hanover Park, IL
    5 hours ago
  • $17 - $28.96 per hour

     ...customers, provide exceptional service, and learn the skills to grow...  ..., assist customers with financial needs, and introduce solutions...  ...organization. This position requires a credit check per 12 CFR Chapter X,...  ...and procedure violations to management or HR. Responsible to report... 
    Hourly pay
    Immediate start

    Associated Bank - Corp

    Elgin, IL
    14 hours ago
  •  ...Job Description Director of Financial Planning Primary...  ...comprehensive client advisory services, managing planning staff and...  ...driving strategic growth through wealth management, exit planning,...  ...planning engagement and strategic consulting. Support client... 
    Work at office
    3 days per week

    Monotelo Advisors

    Elgin, IL
    23 days ago
  • $100k - $115k

     ...Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest...  ...debt, specialty finance companies, and financial institutions; work with and manage...  ...documentation (term sheets, purchase and servicing agreements, credit agreements, etc.). Monitor... 
    Temporary work
    Work at office
    Local area
    3 days per week

    MetLife Investment Management

    Hanover Park, IL
    5 hours ago
  • Consumers Credit Union is seeking a Senior Branch Specialist (Personal Banker) to join our Arlington Heights...  ...developing member relationships and providing financial guidance, encompassing a variety of teller and customer service responsibilities. Ideal candidates will... 
    Hourly pay
    Work at office

    Consumers Credit Union

    Streamwood, IL
    14 hours ago
  • $125k - $150k

    A healthcare consulting firm is seeking a Financial and Management Consultant in Barrington, IL. The ideal candidate will have experience in small business financial management and personal income tax preparation. Responsibilities include preparing financial statements,... 
    Full time

    Greenlife Healthcare Staffing

    Barrington, IL
    2 days ago
  • $22 - $28 per hour

     ...commercial banking, specialty finance and wealth management services through its 16 bank charters and nine...  ...to work. Wintrust is a $66 billion financial institution based in Rosemont,...  ...Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust Financial Corporation

    Hoffman Estates, IL
    1 day ago
  •  ...path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at...  ...Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. Under this model... 
    Local area

    LPL Financial Holdings, Inc.

    Elgin, IL
    2 days ago
  •  ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Bank in Elgin, IL would allow you to join the Investment Program... 
    Local area

    LPL Financial

    Elgin, IL
    2 days ago
  • A privately owned bank is seeking a Chief Credit Risk Officer to lead its credit and risk function. This hands-on role requires strong...  .... Ideal candidates are likely Senior Credit Officers or Portfolio Managers ready for a senior role. #J-18808-Ljbffr JCW Group

    JCW Group

    Elgin, IL
    14 hours ago
  • $100 per hour

     ...will apply your expertise in equity research, sector analysis, financial modelling, and investment thesis development to evaluate and train...  ...Requirements ~2+ years of experience in Equity Research, Credit Research, or Sell-Side/Buy-Side Research. ~ Strong grasp of financial... 
    Hourly pay
    Freelance
    Remote work
    Flexible hours

    Turing

    Elgin, IL
    14 hours ago
  • $125k - $150k

    MetLife Investment Management seeks an experienced financial professional for a hybrid role based in New Jersey. You will conduct due diligence on investment opportunities, evaluate portfolios, and analyze potential investments across various residential asset classes.... 

    MetLife Investment Management

    Hanover Park, IL
    5 hours ago
  •  ...and providing clients with exceptional services. What it Means to Work forEisnerAmper...  ...~ You will have the flexibility to manage your days in support of our commitment to...  ...Assistin the preparation and review of financial statements, including but not limited to... 
    Local area

    EisnerAmper

    Elgin, IL
    1 day ago
  • $57.5k - $106.5k

    BMO U.S. is seeking a licensed financial advisor in Huntley, IL. This role demands SIE, Series 6, 63, 65, and state Life and Health insurance...  ..., collaborating with financial partners, and ensuring high service standards. Competitive salary range is $57,500 - $106,500, with... 

    BMO U.S.

    Huntley, IL
    1 day ago
  • LPL Financial, in collaboration with Wintrust Bank in Elgin, IL, seeks a Financial Advisor to join their Investment Program. This role allows you to build a client base supported by the bank’s referral system and offers the freedom to create tailored financial solutions... 

    LPL Financial

    Elgin, IL
    14 hours ago
  • $57.5k - $106.5k

    BMO U.S. is seeking a Financial Advisor located in Carpentersville, Illinois. The role requires specific licenses including SIE, Series 6, 63, and 65, with preferred Series 7 and 66 licenses. Responsibilities include advising clients on financial products, achieving sales... 

    BMO U.S.

    Carpentersville, IL
    2 days ago
  • $21 - $26 per hour

     ...applicants to assess their financial needs and goals,...  ...and staff during Credit Union business hours Originates...  ...with staff and management on a regular basis regarding...  ...sells products and services, provides personalized...  ...coursework preferred Consumer lending background... 
    Hourly pay
    Contract work
    Work at office
    Monday to Friday

    Michigan State University Federal Credit Union

    Algonquin, IL
    1 day ago
  •  ...wire transfers, electronic payments and credit cards transactions. Investigate delinquent...  ...issues with Sales Reps and Sales Management. Perform other related duties as...  ...in Microsoft Excel, Word and Outlook. Financial analysis experience a plus. Education... 
    Work experience placement

    Combined Metals of Chicago

    Hampshire, IL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union. Be the first to apply!