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 ...
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 ...
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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 ...
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 ...
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Teamone information
What is the difference between Teamone vs Customer Service Representative?
| Aspect | Teamone | Customer Service Representative |
|---|---|---|
| Required Credentials | Typically no formal degree, on-the-job training | High school diploma or equivalent, sometimes certifications |
| Work Environment | Office, call centers, remote options | Call centers, retail, office settings |
| Industry Usage | Used across various industries for team-based roles | Common in retail, telecom, finance sectors |
| Common Search Intent | Teamone vs Customer Service Representative | Similar roles, customer-focused |
Teamone and Customer Service Representative roles often overlap in work environment and industry usage. While Teamone may refer to a team-based position or platform, Customer Service Representatives focus on assisting customers directly. Both roles are vital in customer-facing industries, with similar credentials and work settings, making them frequently compared by job seekers.
What is a Teamone?
What are some common challenges faced by team members working in a Teamone environment, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a Teamone?

Full-time
Re-posted 4 hours ago
LPL Financial rating
7.3
Based on 71 frontline employees who took The Breakroom Quiz
124th of 150 rated financial services
Job description
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.
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