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LANDMARK CREDIT UNION
LANDMARK CREDIT UNION

60 Landmark Credit Union Financial Advisor Jobs Hiring Near You

Landmark Credit Union

Teller I, PT

Mount Pleasant, WI · On-site

$15 - $18.75/hr

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 members' financial wellbeing, positively ...

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Landmark Credit Union

DevOps Engineer

Brookfield, WI · On-site

$50 - $68.50/hr

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our ... our members' financial wellbeing, positively impact the communities we serve, and help our ...

Landmark Credit Union

Teller I

Hartford, WI · On-site

$17.50 - $21.75/hr

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 members' financial wellbeing, positively ...

Landmark Credit Union

Teller I

Beaver Dam, WI · On-site

$15.75 - $19.75/hr

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 members' financial wellbeing, positively ...

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LANDMARK CREDIT UNION Jobs Information

Do workers at Landmark Credit Union get paid breaks?

Sometimes. Only some people get paid breaks.
42% of people say they don’t get paid breaks.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2026.

Does Landmark Credit Union pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2026.

At Landmark Credit Union, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 8 people who took the Breakroom Quiz between June 2025 and July 2026.

Is the health insurance from Landmark Credit Union affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 7 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Landmark Credit Union?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 9 people who took the Breakroom Quiz between June 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 17% of people with changing schedules find out their shifts one week or less ahead of time.
  • 17% of people with changing schedules find out their shifts two weeks ahead of time.
  • 50% of people with changing schedules find out their shifts three weeks ahead of time.
  • 17% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 6 people who took the Breakroom Quiz between January 2025 and September 2025.

Do workers at Landmark Credit Union worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and September 2025.

Do Landmark Credit Union workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and September 2025.

How easy is it to get time off at Landmark Credit Union?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Landmark Credit Union managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
83% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and September 2025.

Do jobs at Landmark Credit Union spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
0% of people report that their job takes up time that they don’t get paid for.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and September 2025.

How easy is it to take sick days at Landmark Credit Union?

Most people find it easy to take sick days.
100% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Is working at Landmark Credit Union good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
83% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Landmark Credit Union feel treated with respect by their managers?

Most people feel treated with respect by their managers.
91% of people say they’re treated with respect by their managers.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Landmark Credit Union get to take their breaks without interruption?

Most people get breaks without interruption.
82% of people report that they get to take their breaks without interruption.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

Is it stressful to work at Landmark Credit Union?

Some people feel stressed here.
50% of people say they often feel stressed at work.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Landmark Credit Union enjoy their jobs?

Most people enjoy their job.
88% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Landmark Credit Union recommend working with their team?

Most people recommend working with their team.
77% of people report that they would recommend working with their immediate team to a friend.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get enough training when they start at Landmark Credit Union?

Most people got enough training when they started.
70% of people report they got enough training when they started working here.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get support to advance at Landmark Credit Union?

Most people are given support to advance their career here.
In the last year, 92% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people think Landmark Credit Union’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
75% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and July 2026.

Do workers feel well informed about how Landmark Credit Union is doing?

Most people feel well informed about how the company is doing.
90% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

What other companies are hiring for Financial Advisor jobs?

What are the most popular jobs at Landmark Credit Union?

What are the most popular categories at Landmark Credit Union?

Infographic showing various Financial Advisor job openings at Landmark Credit Union in the United States as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Physical job distribution.

Investment Representative

Landmark Credit Union

Madison, WI • On-site

Full-time

Posted 10 days ago

Key responsibilities

  • Develops and maintains client relationships through meetings to assess financial goals and investment needs.

  • Provides investment and financial planning services by preparing financial plans, recommendations, and related documentation.

  • Manages client accounts and transactions by processing trades, monitoring account activity, and conducting account research.

Landmark Credit Union rating

9.0

Company rating: 9.0 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

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 members' 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 you'll 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.
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