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Credit Union Investment Program Manager Jobs (NOW HIRING)

LPL Financial LLC

NY · On-site

$94K - $156K/yr

Experience working with bank or credit union investment programs * Prior experience managing ... licensed financial advisors * Experience in a phone-based or centralized advice model * Familiarity ...

Parkland Health

Monitors, analyzes and interprets investment portfolio performance evaluation reports to make recommendations to management and/or the investment committee and board of managers on changes to pension ...

Summit Credit Union

Financial Advisor

Baraboo, WI

The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of ...

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Credit Union Investment Program Manager information

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$38.5K

$107.5K

$157K

How much do credit union investment program manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for credit union investment program manager in the United States is $107,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Credit Union Investment Program Manager jobs?

For Credit Union Investment Program Manager jobs, the most frequently searched job titles are:

Financial Advisor - TeamOne Credit Union

Saginaw, MI • On-site

LPL Financial
Finance and Insurance • 1 - 5K employees
Learn more about LPL Financialexternal

Full-time

Re-posted 5 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

Job description

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 TEAMONE CREDIT UNION in Sawginaw, MI would allow you to join TEAMONE 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 TEAMONE 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 TEAMONE 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 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, TEAMONE CREDIT UNION.

Tracking # 1-05026674


Pay Range:60000-75000


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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