Investment Advisor — Client Planning & Growth
Job in
New Berlin, Waukesha County, Wisconsin, 53151, USA
Listed on 2026-08-29
Listing for:
Landmark Credit Union
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Landmark Credit Union in Wisconsin seeks an Investment Center professional to provide investment products and financial planning services to members and prospective members.
You will collaborate with staff, fund and insurance partners, and LPL Financial to service accounts and deliver investment solutions under supervision.
The role requires WI life license, FINRA licenses, and a strong track record in client service and regulatory compliance.
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