This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under ...
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$28.28 - $30.03/hr
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Marketing Specialist
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New
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Marketing Specialist
San Jose, CA · On-site
$29 - $35/hr
Position Summary The Marketing Specialist supports a small, community-focused credit union in San Jose by helping increase local brand awareness, drive new member acquisition, deepen member ...
New
Be Seen First
Marketing Specialist
San Jose, CA · On-site
$29 - $35/hr
Position Summary The Marketing Specialist supports a small, community-focused credit union in San Jose by helping increase local brand awareness, drive new member acquisition, deepen member ...
New
Quick apply
Be Seen First
Marketing Specialist
San Jose, CA · On-site
$29 - $35/hr
Position Summary The Marketing Specialist supports a small, community-focused credit union in San Jose by helping increase local brand awareness, drive new member acquisition, deepen member ...
New
Complaint Management & Consumer Protection Compliance Analyst
Dublin, CA · On-site
$32.08 - $37.74/hr
About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in ...
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Dublin, CA · On-site
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Livermore, CA · On-site
$124K - $132K/yr
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Marketing Manager
Livermore, CA · On-site
$124K - $132K/yr
A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...
Marketing Manager
Livermore, CA · On-site
$124K - $132K/yr
A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...
Complaint Management & Consumer Protection Compliance Analyst
Dublin, CA · Hybrid
$32.08 - $37.74/hr
About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in ...
Complaint Management & Consumer Protection Compliance Analyst
Dublin, CA · Hybrid
$32.08 - $37.74/hr
About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in ...
Marketing Manager
Livermore, CA · On-site
$124K - $132K/yr
A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...
Marketing Manager
Livermore, CA · On-site
$124K - $132K/yr
A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...
Credit Union information
See San Ramon, CA salary details
$16.94 is the 25th percentile. Wages below this are outliers.
$14.51 - $22.96
87% of jobs
$22.96 - $31.41
0% of jobs
$31.41 - $39.86
0% of jobs
$39.86 - $48.31
0% of jobs
$48.31 - $56.75
0% of jobs
$56.75 - $65.20
0% of jobs
$65.20 - $73.65
0% of jobs
$73.65 - $82.10
0% of jobs
$82.10 - $90.55
0% of jobs
$90.55 - $99
0% of jobs
$99 - $107.45
13% of jobs
$14
$36
$107
How much do credit union jobs pay per hour?
What skills are needed for credit union jobs?
What are the key skills and qualifications needed to thrive as a Credit Union Member Service Representative, and why are they important?
What is the difference between Credit Union vs Loan Officer?
| Aspect | Credit Union | Loan Officer |
|---|---|---|
| Credentials | Typically requires high school diploma or equivalent; some roles may need financial certifications | Requires high school diploma; often needs mortgage or loan origination licenses |
| Work Environment | Non-profit financial cooperative, community-focused | Banking or lending institutions, sales-driven environment |
| Employer & Industry | Credit unions, financial services | Banks, mortgage companies, lending firms |
| Common Search/Comparison | Yes | Yes |
While credit union employees focus on member services and financial products within a cooperative setting, loan officers primarily evaluate and approve loan applications for banks or lending companies. Both roles require financial knowledge, but their work environments and objectives differ, with credit unions emphasizing community and member relations, and loan officers concentrating on lending and sales.
Is working at a credit union a good career?
What qualifications do I need to work in a bank?
How much do credit unions pay employees?
What are some common challenges faced by employees working at a credit union, and how are they typically addressed?
What is a credit union?

Full-time
Posted 24 days ago
LPL Financial rating
7.5
Based on 69 frontline employees who took The Breakroom Quiz
117th of 150 rated financial services
Job description
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco 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 Patelco 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 Patelco 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 Patelco 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, Patelco Credit Union.
Tracking # 1-05026674
Pay Range:67,600 - 67,600
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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Pay
Benefits
Hours and flexibility
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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