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
- ...referral partners, building trust with clients, and... ..., we're more than a mortgage lender-we're a purpose... ...more fun. As a Mortgage Loan Officer, you'll combine your... ...to serve as a trusted financial partner-helping them improve... ...Serve as a trusted advisor throughout the...SuggestedBase plus commissionRelocation package
- ...customers build strong banking relationships, assess their needs and provide tailored financial solutions. You will meet clients face-to-face, open and close accounts, originate consumer loans and educate customers on deposit and loan products. The role emphasizes...Suggested
- ...exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Waukesha Market. As the MLO you... ...providing personal, customized financial services to potential members and... ...and vision by serving as a trusted financial advisor through recommending solutions toward...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 office$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 hours$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,...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor - Waukesha, WI and Surrounding Areas page is loaded **Financial Advisor - Waukesha, WI and Surrounding Areas**locationsWI... ...genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your...Local area
- ...Financial Advisor - Client Relationship FocusAt Drake & Associates, we are committed to delivering exceptional client experiences. We seek... ...responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for...Local area
- U.S. Bank is hiring a Relationship Banker to help customers by providing trusted financial counsel, opening accounts, and processing loans. You will meet with clients face to face, assess banking needs, and guide them to suitable deposit and loan solutions. The role emphasizes...
$100k
...Sales Training Program – Reverse Mortgage Loan Officer Launch your career in the reverse mortgage... ...backing of one of America's most trusted financial brands — Mutual of Omaha, a Fortune... ...with intention, and serve as trusted advisors through one of the most important...- Are you a relationship-driven mortgage professional who loves... ...experience customers expect from a trusted community bank. Our Mortgage... ..., with 14 full-service offices located throughout Waukesha County... ...as a successful and growing financial services provider is rooted in...
- ...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
$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 time$95k - $115k
...Senior Financial AdvisorMilwaukee, WI · Hybrid (3 days in-office) · $95,000 – $115,000Retirable is a mission-driven fintech... ...headquartered in New York with a growing advisor hub in Milwaukee that helps... ...ability, someone who can build trust quickly, understand clients needs...Work at officeMonday to FridayWeekday work- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial...Local 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...Work at office$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$65k - $85k
...Partners is a leading investment management, financial, and tax planning firm dedicated to... .... Our mission is to provide supporting, trusting and ongoing relationships with our clients... ...'re not just hiring a Junior Financial Advisor - we're investing in the next generation...- ...Financial AdvisorLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment... ...WI would allow you to join Summit Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under...Local area
- ...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
$55k - $65k
...Associate Financial Advisor Milwaukee, WI · Hybrid (3 days in-office) · $55,000 – $65,000 Who We Are Retirable is a mission-driven, venture-backed fintech... ...approaching or in retirement, building trust quickly and understanding each prospect's goals, timeline...Work at officeMonday to Friday$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...
$250k
...new hires. Associated Bank is seeking a Financial Advisor to help clients achieve their financial... ...referral partnerships. Partner with banking, trust, and private banking colleagues to... ...benefits and much more. Personal banking, loan, investment and insurance benefits. Associated...- 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...
- 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
$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...$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...- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has... ...With over $265.0 billion in assets under management, we are trusted by more than 4.5 million people for their financial needs. Role...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...
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