Client Investment Advisor

Landmark Credit Union is seeking an Investment Center professional to assist in providing investment products and services to members and prospective members. You will conduct client meetings, gather financial information, prepare recommendations and plans, and respond to inquiries under senior advisor guidance.

Responsibilities include maintaining client relationships, processing transactions, and delivering proactive client service.

We would love to welcome a new Client Investment Advisor to our organisation in Madison, WI, United States.

For the Client Investment Advisor position at Landmark Credit Union, we are reviewing applications now.

Step into the Client Investment Advisor role at Landmark Credit Union in Madison, WI, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.