Senior Investment Advisor & Client Planner
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Landmark Credit Union is seeking a qualified investment professional in Madison, WI to sell investment products and services and cultivate relationships with members and prospective members. You will evaluate financial markets and advise clients by telephone and in person, coordinating with Landmark Investment Center and partners.
The role requires licensure (Series 7/63 and WI Life Insurance) and registration experience, with a focus on compliant, client-centered planning and ongoing
We would love to welcome a new Senior Investment Advisor & Client Planner to our team in Madison, WI, United States.
Learn more about the Senior Investment Advisor & Client Planner role in the description above.
We appreciate your interest in this position.
Join Landmark Credit Union and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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