Investment Representative - Full-Time      
Hartland & Sussex Branches


We currently have a full-time Investment Representative position available for our Hartland & Sussex branches.

Requirements:

  • Must have graduated from high school or equivalent.
  • Must hold a WI Life Insurance License and Series 7 & 66 Securities Licenses.
  • Must have a minimum of 2 years experience as a registered representative.
  • Must have knowledge of a PC for word processing, spreadsheets, and contact management software.
  • Requires excellent telephone skills, tact, diplomacy and personal initiative.

Duties may include:

  • Selling investment products and services to members and potential members of Landmark Credit Union.
  • Communicating by telephone and directly with operational staff of the credit union, fund/insurance companies, LPL's home office and the clients and potential clients with professionalism.

 


  1. Submit Resume

    Mail to:
    Landmark Credit Union
    Att: Eric Kase
    P.O. Box 510868
    New Berlin, WI 53151
    No phone calls please.