Investment Representative
New Berlin, WI ยท On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our ... representative and be approved to operate as a registered representative of a broker/dealer ...
New Berlin, WI ยท On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our ... representative and be approved to operate as a registered representative of a broker/dealer ...
New Berlin, WI ยท On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our ... representative and be approved to operate as a registered representative of a broker/dealer ...
THE JOB Landmark Credit Union Live is seeking an Onsite Marketing Rep. The Onsite Marketing is responsible for onsite marketing efforts including social media and onsite content WHAT THIS ROLE WILL ...
THE JOB Landmark Credit Union Live is seeking an Onsite Marketing Rep. The Onsite Marketing is responsible for onsite marketing efforts including social media and onsite content WHAT THIS ROLE WILL ...
Wauwatosa, WI ยท On-site
$20.50/hr
Bilingual Call Center Representative ID 2026-6154 Location : City Wauwatosa Category Contact Center ... UW Credit Union's commitment to serving our Spanish speaking members, and the community, has ...
Wauwatosa, WI ยท On-site
$20.50/hr
Bilingual Call Center Representative ID 2026-6154 Location : City Wauwatosa Category Contact Center ... UW Credit Union's commitment to serving our Spanish speaking members, and the community, has ...
THE JOB Landmark Credit Union Live is seeking an Onsite Marketing Rep. The Onsite Marketing is responsible for onsite marketing efforts including social media and onsite content WHAT THIS ROLE WILL ...
THE JOB Landmark Credit Union Live is seeking an Onsite Marketing Rep. The Onsite Marketing is responsible for onsite marketing efforts including social media and onsite content WHAT THIS ROLE WILL ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
... representatives. This is a full time position with upwards mobility and the ability to work from ... We service union and association members by matching clients to the products and services they ...
Represent the Credit Union to the members in a friendly, positive and professional manner, and provide prompt, efficient, confidential, and accurate service in the processing of transactions over the ...
Represent the Credit Union to the members in a friendly, positive and professional manner, and provide prompt, efficient, confidential, and accurate service in the processing of transactions over the ...
Oconomowoc, WI ยท On-site
$20.50/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
New
Oconomowoc, WI ยท On-site
$20.50/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
New
Wauwatosa, WI ยท On-site
$20.50/hr
Call Center Representative ID 2026-6166 Location : City Wauwatosa Category Contact Center FTE 2.0 ... Working at UW Credit Union Join one of Wisconsin's premier financial institutions, a National Top ...
Wauwatosa, WI ยท On-site
$20.50/hr
Call Center Representative ID 2026-6166 Location : City Wauwatosa Category Contact Center FTE 2.0 ... Working at UW Credit Union Join one of Wisconsin's premier financial institutions, a National Top ...
For union-represented postings, wage rates and ranges and benefit offerings are governed by applicable collective bargaining agreement provisions. Starting pay rate is $38.34 per hour. For union ...
For union-represented postings, wage rates and ranges and benefit offerings are governed by applicable collective bargaining agreement provisions. Starting pay rate is $38.34 per hour. For union ...
Oconomowoc, WI ยท On-site
$20.50/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
Oconomowoc, WI ยท On-site
$20.50/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
Oconomowoc, WI ยท On-site
$16 - $20/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
Oconomowoc, WI ยท On-site
$16 - $20/hr
Welcome and assist members at the Oconomowoc branch , representing UW Credit Union. * Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. * Keep a good ...
Milwaukee, WI ยท On-site +1
$154K - $197K/yr
Consulting with supervisors and union representatives/officials to discuss and resolve employee performance issues, complaints, or grievances. Promotion Potential: This position is being selected at ...
Milwaukee, WI ยท On-site +1
$154K - $197K/yr
Consulting with supervisors and union representatives/officials to discuss and resolve employee performance issues, complaints, or grievances. Promotion Potential: This position is being selected at ...
Mount Pleasant, WI ยท On-site
$15 - $18.75/hr
Represents the credit union in a positive and professional manner. REQUIREMENTS 1. High School diploma or equivalent. 2. Previous work experience with cash handling or customer service preferred. 3. ...
New
Mount Pleasant, WI ยท On-site
$15 - $18.75/hr
Represents the credit union in a positive and professional manner. REQUIREMENTS 1. High School diploma or equivalent. 2. Previous work experience with cash handling or customer service preferred. 3. ...
New
West Bend, WI ยท On-site
$15.50 - $19.50/hr
Represents the credit union in a positive and professional manner. REQUIREMENTS 1. High School diploma or equivalent. 2. Previous work experience with cash handling or customer service preferred. 3. ...
West Bend, WI ยท On-site
$15.50 - $19.50/hr
Represents the credit union in a positive and professional manner. REQUIREMENTS 1. High School diploma or equivalent. 2. Previous work experience with cash handling or customer service preferred. 3. ...
Elm Grove, WI ยท On-site
$38.34/hr
For union-represented postings, wage rates and ranges and benefit offerings are governed by applicable collective bargaining agreement provisions. Starting pay rate is $38.34 per hour. For union ...
Elm Grove, WI ยท On-site
$38.34/hr
For union-represented postings, wage rates and ranges and benefit offerings are governed by applicable collective bargaining agreement provisions. Starting pay rate is $38.34 per hour. For union ...
$39.5K - $44.9K
4% of jobs
$50.1K is the 25th percentile. Wages below this are outliers.
$44.9K - $50.2K
21% of jobs
$50.2K - $55.6K
4% of jobs
$55.6K - $61K
3% of jobs
$61K - $66.3K
7% of jobs
The median wage is $69.2K / yr.
$66.3K - $71.7K
18% of jobs
$74.9K is the 75th percentile. Wages above this are outliers.
$71.7K - $77.1K
28% of jobs
$77.1K - $82.4K
3% of jobs
$82.4K - $87.8K
0% of jobs
$87.8K - $93.2K
5% of jobs
$93.2K - $98.5K
5% of jobs
$39.5K
$68.6K
$98.5K
| Aspect | Union Rep | Employee Advocate |
|---|---|---|
| Credentials | Typically no formal credentials, but knowledge of labor laws and union policies | Often requires HR or legal certifications, or experience in employee rights |
| Work Environment | Works within union organizations, representing members in negotiations and disputes | Works within HR departments or as external consultants, focusing on individual employee issues |
| Employer & Industry Usage | Common in unionized workplaces across various industries | Found in both unionized and non-unionized companies, focusing on employee well-being |
While both roles support employees, a Union Rep primarily advocates for union members in negotiations and disputes, whereas an Employee Advocate focuses on individual employee rights and concerns, often within HR or legal frameworks.
Cities near Milwaukee, WI with the most Union Rep job openings:

Full-time
Posted 12 days ago
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our membersโ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where youโll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE:
Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship development by conducting client meetings, gathering financial information, preparing recommendations and financial plans, and responding to client inquiries. Collaborates with credit union staff, fund and insurance companies, and LPL Financial to service client accounts, process transactions, and support the delivery of investment solutions under the guidance of senior advisors.
REQUIREMENTS:
1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to operate as a registered representative of a broker/dealer affiliated with Landmark Credit Union, and adhere to the policies and procedures of that broker/dealer when working with any securities products.
2. Must hold a WI Life Insurance License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses.
3. Experience or ability to gain proficiency in all programs and systems used for this job.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES:
1. Develops and maintains client relationships by conducting initial and ongoing review meetings to assess financial goals, risk tolerance, time horizon, and investment needs.
2. Provides investment and financial planning services by preparing financial plans, investment recommendations, applications, proposals, and related documentation.
3. Manages client accounts and transactions by processing securities trades, monitoring account activity and statements, and conducting account research with fund companies, insurance carriers, and broker-dealer partners.
4. Delivers responsive client service by handling client inquiries, preparing correspondence, coordinating mailings, and serving as a liaison between clients and external partners.
5. Maintains accurate client records by documenting client interactions and updating client information within contact management and recordkeeping systems.
6. Prepares for and conducts client reviews by analyzing account performance and creating materials to support client review meetings.
7. Promotes financial education and awareness by presenting at new hire training sessions and facilitating investment-related educational seminars.
8. Performs other duties as assigned.
EEO/Veterans/Disabled