Client-Focused Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
Landmark Credit Union is seeking a qualified investment professional to assist members with investment products and financial planning. The role involves conducting client meetings, gathering information, and preparing recommendations under senior advisors’ guidance.
You will collaborate with credit union staff, fund and insurance companies, and LPL Financial to service client accounts and support investment solutions.
Our group is growing, and we are hiring a Client-Focused Investment Advisor in New Berlin, WI, United States.
We are currently recruiting a Client-Focused Investment Advisor for our team in New Berlin, WI, United States.
This is a genuine opening to take on the Client-Focused Investment Advisor role at Landmark Credit Union.
As a Client-Focused Investment Advisor, you will play an important part at Landmark Credit Union in New Berlin, WI, United States.
We invite applications for the Client-Focused Investment Advisor position located in New Berlin, WI, United States.
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