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Credit Union Financial Advisor information

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$36K

$102.1K

$144K

How much do credit union financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for credit union financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does a credit union financial advisor do?

A Credit Union Financial Advisor helps members of a credit union manage their finances, plan for the future, and achieve their financial goals. They provide personalized advice on investments, retirement planning, savings, insurance, and debt management. Unlike advisors at traditional banks, they often focus on member-centric service and may offer products and guidance tailored to the credit union’s membership. Their ultimate goal is to support the financial well-being of credit union members.

What are the key skills and qualifications needed to thrive as a credit union financial advisor, and why are they important?

To thrive as a Credit Union Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and relevant certifications such as Certified Financial Planner (CFP) or FINRA licenses is typically required. Strong interpersonal skills, ethical judgment, and effective communication set top advisors apart when building trust with members. These skills are vital for providing sound financial guidance, fostering client relationships, and ensuring regulatory compliance in a member-focused environment.

How does a credit union financial advisor typically collaborate with other departments within the credit union?

A Credit Union Financial Advisor often works closely with member service representatives, loan officers, and branch managers to provide holistic financial guidance to members. This collaboration ensures that members receive integrated solutions, such as combining investment advice with lending or savings products. Advisors may also participate in cross-departmental meetings to stay updated on new products and regulatory changes. Building strong interdepartmental relationships helps advisors deliver tailored recommendations and enhances the overall member experience.

What is the difference between Credit Union Financial Advisor vs Financial Planner?

AspectCredit Union Financial AdvisorFinancial Planner
CertificationsSeries 6/7, 63, 65/66, possibly CFPCFP, Series 7, 66, and other certifications
Work EnvironmentCredit unions, financial institutionsIndependent or firm-based, various settings
Primary FocusOffering financial products, investment advice within credit unionsComprehensive financial planning, estate, retirement, investments

Credit Union Financial Advisors typically focus on providing investment and financial product advice within credit unions, often holding specific industry certifications. Financial Planners offer broader, holistic financial planning services, often with advanced certifications like CFP. Both roles serve clients' financial needs but differ in scope and environment.

More about Credit Union Financial Advisor jobs

What cities are hiring for Credit Union Financial Advisor jobs?

Cities with the most Credit Union Financial Advisor job openings:

What states have the most Credit Union Financial Advisor jobs?

States with the most job openings for Credit Union Financial Advisor jobs include:

What job categories do people searching Credit Union Financial Advisor jobs look for?

The top searched job categories for Credit Union Financial Advisor jobs are:

Credit Union Financial Advisor jobs near you
Infographic showing various Credit Union Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - PenFed Credit Union

LPL Financial

San Juan, PR • Hybrid

$50K - $80K/yr

Full-time

Re-posted 29 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Credit Union

Financial Advisor - PenFed Credit Union

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at PenFed Credit Union in San Juan, PR would allow you to join PenFed Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at PenFed Credit Union supports the local community and you will be joining 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 PenFed Credit Union for financial solutions. This position will offer:

  • The ability to service a 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 TruStage, 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, PenFed Credit Union.

Tracking # 1-05026674


Pay Range:$50,000-$80,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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