This employment opportunity at MAX Credit Union - Montgomery, AL would allow you to join the Investment Program at MAX Credit Union as a Financial Advisor associated with LPL Financial. Under this ...
This employment opportunity at MAX Credit Union - Montgomery, AL would allow you to join the Investment Program at MAX Credit Union as a Financial Advisor associated with LPL Financial. Under this ...
This employment opportunity at MAX Credit Union - Montgomery, AL would allow you to join the Investment Program at MAX Credit Union as a Financial Advisor associated with LPL Financial. Under this ...
This employment opportunity at MAX Credit Union - Montgomery, AL would allow you to join the Investment Program at MAX Credit Union as a Financial Advisor associated with LPL Financial. Under this ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Auburn, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Auburn, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Opelika, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Opelika, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Tallassee, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Tallassee, AL · On-site
$24K/yr
At MAX Credit Union, our culture is built on simplicity, integrity , and hospitality . We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Auburn, AL · On-site
$24K/wk
At MAX Credit Union, our culture is built on simplicity, integrity, and hospitality. We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
East Alabama Mortgage Originator (Dadeville, Auburn, Opelika, and Tallassee)
Auburn, AL · On-site
$24K/wk
At MAX Credit Union, our culture is built on simplicity, integrity, and hospitality. We believe in making banking simple, acting with integrity, and delivering hospitality that makes every member ...
Provides credit risk assessment and guidance throughout the underwriting and approval process. The ... maximize return opportunities. Is responsible not only for the effective management of risk but ...
New
Provides credit risk assessment and guidance throughout the underwriting and approval process. The ... maximize return opportunities. Is responsible not only for the effective management of risk but ...
New
Wealth Coordinator I
Montgomery, AL · On-site
$15.25 - $20.50/hr
MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...
Wealth Coordinator I
Montgomery, AL · On-site
$15.25 - $20.50/hr
MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...
Wealth Coordinator I
Montgomery, AL · On-site
$23.13 - $34.69/hr
MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...
Wealth Coordinator I
Montgomery, AL · On-site
$23.13 - $34.69/hr
MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial ...
Accountant I
Montgomery, AL · On-site
$45K - $62K/yr
... the credit union's texting system. * Reviews and verifies GL activity for accuracy and consistency. * Utilizes the CRM system to identify, investigate, and resolve error notifications that ...
Accountant I
Montgomery, AL · On-site
$45K - $62K/yr
... the credit union's texting system. * Reviews and verifies GL activity for accuracy and consistency. * Utilizes the CRM system to identify, investigate, and resolve error notifications that ...
$55 - $75/hr
Investigates individual ATM/ITM transaction disputes via internal dispute systems and ensure timely, professional communication with members using the credit union's texting system. * Reviews and ...
New
$55 - $75/hr
Investigates individual ATM/ITM transaction disputes via internal dispute systems and ensure timely, professional communication with members using the credit union's texting system. * Reviews and ...
New
Accountant I
Montgomery, AL · On-site
$18.38 - $27.56/hr
... credit union's texting system. • Reviews and verifies GL activity for accuracy and consistency. • Utilizes the CRM system to identify, investigate, and resolve error notifications that impact ...
Accountant I
Montgomery, AL · On-site
$18.38 - $27.56/hr
... credit union's texting system. • Reviews and verifies GL activity for accuracy and consistency. • Utilizes the CRM system to identify, investigate, and resolve error notifications that impact ...
Business Services Servicing Manager-Chantilly Branch, Montgomery, AL
Montgomery, AL · On-site
$28.91/hr
Essential Functions & Responsibilities: * Prepares, reviews, and ensures the accuracy and completeness of all commercial loan closing documentation. * Coordinates and processes loan packages ...
Business Services Servicing Manager-Chantilly Branch, Montgomery, AL
Montgomery, AL · On-site
$28.91/hr
Essential Functions & Responsibilities: * Prepares, reviews, and ensures the accuracy and completeness of all commercial loan closing documentation. * Coordinates and processes loan packages ...
Business Services Servicing Manager-Chantilly Branch, Montgomery, AL
Montgomery, AL · On-site
$23.13 - $34.69/hr
Essential Functions & Responsibilities: • Prepares, reviews, and ensures the accuracy and completeness of all commercial loan closing documentation. • Coordinates and processes loan packages for ...
Business Services Servicing Manager-Chantilly Branch, Montgomery, AL
Montgomery, AL · On-site
$23.13 - $34.69/hr
Essential Functions & Responsibilities: • Prepares, reviews, and ensures the accuracy and completeness of all commercial loan closing documentation. • Coordinates and processes loan packages for ...
FI Financial Institutions Strategist - Vice President or Director, Tax Credit team
Birmingham, AL · On-site
Establish target client lists built in conjunction with broader strategies goals with accountability to maximize client touch and transaction volume * Continue to develop and refine tax credit ...
FI Financial Institutions Strategist - Vice President or Director, Tax Credit team
Birmingham, AL · On-site
Establish target client lists built in conjunction with broader strategies goals with accountability to maximize client touch and transaction volume * Continue to develop and refine tax credit ...
Member Experience Representative
Cullman, AL · On-site
$16.85 - $25.28/hr
At Alabama Credit Union, our employees feel good about their careers. We create an environment rich ... Salary Description Min: $16.85 Mid: $21.07 Max: $25.28
Member Experience Representative
Cullman, AL · On-site
$16.85 - $25.28/hr
At Alabama Credit Union, our employees feel good about their careers. We create an environment rich ... Salary Description Min: $16.85 Mid: $21.07 Max: $25.28
Be Seen First
Chief Operating Officer
Tuscaloosa, AL · On-site
$72K - $75K/yr
Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and provide consistent quality service to members. * Evaluate the job performance of credit union ...
Quick apply
Be Seen First
Chief Operating Officer
Tuscaloosa, AL · On-site
$72K - $75K/yr
Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and provide consistent quality service to members. * Evaluate the job performance of credit union ...
Be Seen First
Chief Operating Officer
Tuscaloosa, AL · On-site
$72K - $75K/yr
Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and provide consistent quality service to members. * Evaluate the job performance of credit union ...
Quick apply
Be Seen First
Chief Operating Officer
Tuscaloosa, AL · On-site
$72K - $75K/yr
Develop, implement, and maintain operational procedures to maximize efficiency and quality of work and provide consistent quality service to members. * Evaluate the job performance of credit union ...
Member Experience Representative
Foley, AL · On-site
$16.42 - $24.62/hr
At Alabama Credit Union, our employees feel good about their careers. We create an environment rich ... Salary Description Min: $16.42, Mid: $20.52, Max: $24.62
Member Experience Representative
Foley, AL · On-site
$16.42 - $24.62/hr
At Alabama Credit Union, our employees feel good about their careers. We create an environment rich ... Salary Description Min: $16.42, Mid: $20.52, Max: $24.62
FI Financial Institutions Strategist - Vice President or Director, Tax Credit team
Birmingham, AL · On-site
$120 - $180/hr
Establish target client lists built in conjunction with broader strategies goals with accountability to maximize client touch and transaction volume * Continue to develop and refine tax credit ...
FI Financial Institutions Strategist - Vice President or Director, Tax Credit team
Birmingham, AL · On-site
$120 - $180/hr
Establish target client lists built in conjunction with broader strategies goals with accountability to maximize client touch and transaction volume * Continue to develop and refine tax credit ...
Credit Max information
See Alabama salary details
$4.30 - $4.99
0% of jobs
$4.99 - $5.68
0% of jobs
$5.68 - $6.37
0% of jobs
$6.37 - $7.07
0% of jobs
$7.07 - $7.76
0% of jobs
$7.76 - $8.45
0% of jobs
$8.45 - $9.14
0% of jobs
$9.14 - $9.84
0% of jobs
$9.84 - $10.53
0% of jobs
$10.53 - $11.22
0% of jobs
$11.39 is the 25th percentile. Wages below this are outliers.
$11.22 - $11.91
100% of jobs
$4
$11
$11
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Full-time
Re-posted 14 days ago
Key responsibilities
Service an existing book of business and support members' financial goals.
Build a client base through the credit union's referral system and member network.
Create client solutions using a range of investment products and services without proprietary products.
LPL Financial rating
7.2
Based on 74 frontline employees who took The Breakroom Quiz
128th of 152 rated financial services
Job description
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at MAX Credit Union - Montgomery, AL would allow you to join the Investment Program at MAX Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at MAX Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to MAX Credit Union for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union's exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union's member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with MAX Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MAX Credit Union.
Tracking # 1-05026674
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989