Mortgage Loan Officer & Trusted Financial Advisor
Summit Credit Union
A leading credit union in Waukesha is seeking a Mortgage Loan Officer to provide personalized financial services and originate mortgage loans. The ideal candidate should have at least 5 years of experience in mortgage lending, excellent interpersonal skills, and a customer-focused mindset. Summit Credit Union offers a collaborative work environment, comprehensive health insurance, 401K matching, and other benefits. #J-18808-Ljbffr Summit Credit Union
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Mortgage Loan Officer & Trusted Financial Advisor in Waukesha, WI vacancy
- ...Bilingual Mortgage Loan Officer Summit Credit Union, voted number one employer by WSJ and... ...for providing personal, customized financial services to potential members and members... ...mission and vision by serving as a trusted financial advisor through recommending solutions...SuggestedLocal area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions ·... ...‑term vision and goals like opening an office, joining a sophisticated team, or becoming...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Waukesha, WI19 hours ago$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...by your branch team, a home-office team and other regional financial... ...are important to accelerate trust and help them stay on track....SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New Berlin, WI4 days ago$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...by branch associates, a home-office team and other regional financial... ..., and concerns to accelerate trust and create personalized,...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Waukesha, WI4 days ago$45k - $100k
...volume of applicants. Join a financial services firm where your contributions... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...by your branch team, a home-office team and other regional... ...are important to accelerate trust and help them stay on track....SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New Berlin, WI4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •... ...‑term vision and goals like opening an office, joining a sophisticated team, or becoming...Work at officeUnavailable
Pewaukee, WI3 days ago- ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...to their needs. We believe trust comes from transparency. Our... ...is committed to an in‑office culture with specific requirements... ...engaged in residential loan mortgage originations must register with...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Waukesha, WI2 days ago - ...Are you a relationship-driven mortgage professional who loves... ...experience customers expect from a trusted community bank. Our Mortgage... ...Wisconsin, with 14 full-service offices located throughout Waukesha... ...as a successful and growing financial services provider is rooted in...
Waukesha State Bank Company
Waukesha, WI2 days ago - Join Associated Trust Company, NA as a Relationship Banker in Hales Corners, Wisconsin, where you will build relationships with customers... ...This role emphasizes outstanding customer service, identifying financial opportunities, and educating clients on banking options. You...
$48.23k - $196.49k
...Job Description Job Description Mortgage Loan Officer – Zentra Mortgage Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Zentra Mortgage, in partnership with Yoo Realty Group, offers...Full timeMonday to FridayFlexible hoursWeekend workAll Western Mortgage
Waukesha, WI23 days ago$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full timeDrake & Associates LLC
Waukesha, WI3 days ago$30k - $60k
...clients achieve their financial goals. We are driven by... ...THE ROLE: The Financial Advisors are enhancing existing... ...clients by serving as their trusted primary point of... ...planning concepts, including loans, investments, and... ...typically performed in an office setting. The employee is...Work experience placementLive inWork at officeFlexible hoursAlerus
Pewaukee, WI2 days ago- ...Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward...Flexible hours
World Insurance As
New Berlin, WI2 days ago - ...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...Local area
Summit Credit Union
Waukesha, WI3 days ago - ...contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management... ...advisors build their future. PNC is an in-office company that fosters a supportive culture... ..., the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Pewaukee, WI3 days ago - JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years...Full time
- JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial planning. Responsibilities include...
- Waukesha County Technical College is hiring a Financial Aid Representative to provide individualized assistance to students regarding financial aid eligibility and processes. The role includes advising on FAFSA completion, handling inquiries, and collaborating with campus...
$36k - $75k
A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you... ...insurance products, and work towards becoming an independent Financial Advisor. This program offers earnings ranging from $36,000 to $75,000...Traineeship- A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and...
- World Insurance As in New Berlin, Wisconsin, is seeking a Junior Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management services to clients. This position aims to help the ideal candidate develop foundational...Flexible hours
$61k - $119k
Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to...- Summit Credit Union is seeking a Financial Advisor in Baraboo, WI, to join their Investment Program. This role involves managing an existing client book and leveraging the bank's referral system to expand the client base. Advisors need the Series 7 and 66 licenses, along...
$61k - $250k
Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships...$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Waukesha, Wisconsin, who will help clients achieve their financial goals through tailored financial planning. Responsibilities include growing a client base, managing personalized financial plans, and developing relationships...- JMG Financial Group, Ltd. is one of the largest independently owned fee‑based wealth management... ...as Best Places to Work for Financial Advisors for 2021-2025. Position Financial... ...basic computer skills especially Microsoft Office Education Bachelor’s Degree in Personal...Full timeTemporary workWork at office
- A leading financial services firm in New Berlin is seeking financial advisors to build and grow their own practices. As an advisor, you'll receive comprehensive training, ongoing support, and a compensation package that includes a salary for the first five years. You'll...
- WCTC Corporate Training Center is looking for a Financial Aid Representative in Pewaukee, Wisconsin. This role involves assisting students... .... You will educate students on scholarships, grants, and loans while collaborating with campus departments to enhance student...
- ...proactive, meaningful conversations that support financial well-being and deepen engagement Lead... ...expectations Experience building trust-based customer relationships through... ...initiate the process after your start date. Loan Originators must meet LO/CFPB requirements...Work experience placementFlexible hours
- ...building futures, confidence, and financial wellness along the way. As a... ...lifelong members through trust, empathy, and outstanding service... ...Provide expert support on accounts, loans, digital banking tools, and... ...~ Comfort using the Microsoft Office Suite and digital tools. ~...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Mortgage Loan Officer & Trusted Financial Advisor. Be the first to apply!
Related searches
- commercial lender Waukesha, WI
- loan processor Waukesha, WI
- loan processing specialist Waukesha, WI
- loan consultant Waukesha, WI
- loan officer Waukesha, WI
- credit officer Waukesha, WI
- loan specialist Waukesha, WI
- financial associate Waukesha, WI
- financial consultant Waukesha, WI
- financial planning assistant Waukesha, WI