Top 62 Bethpage federal credit union Jobs

LPL Financial Advisor
FourLeaf Federal Credit Union —Cherry Hill, NJ
- From $32,000 a year
- Microsoft Word
- Mid-level
- Office
- Disability insurance
- Health insurance
Deposit Operations Quality Control and Oversight Program Manager
FourLeaf Federal Credit Union —Bethpage, NY
- $74,721 - $89,666 a year
- 7 years
- Finance
- In-person
- Disability insurance
- Health insurance
Manager SBA Loan Operations
FourLeaf Federal Credit Union —Bethpage, NY
- $106,391 - $127,669 a year
- Word processing
- Computer literacy
- 3 years
- Disability insurance
- Health insurance
Executive Administrator - Marketing Digital and Strategy
FourLeaf Federal Credit Union —Bethpage, NY
- $35.92 - $43.11 an hour
- Microsoft Excel
- Microsoft Outlook
- Research
- Disability insurance
- Health insurance
FVP Digital Transformation Office
FourLeaf Federal Credit Union —Bethpage, NY
- $180,000 - $215,000 a year
- Bachelor's degree
- JavaScript
- Agile
- Disability insurance
- Health insurance
Construction Manager
FourLeaf Federal Credit Union —Bethpage, NY
- $84,061 - $117,686 a year
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Disability insurance
- Health insurance
Senior Real Estate Servicing Specialist - Documents
FourLeaf Federal Credit Union —Bethpage, NY
- $25 - $30 an hour
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Member Value Personal Banker - Baldwin
FourLeaf Federal Credit Union —Baldwin, NY
- $28.85 an hour
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
LPL Financial Advisor
FourLeaf Federal Credit Union —Bethpage, NY
- From $32,000 a year
- Microsoft Word
- Mid-level
- Office
- Disability insurance
- Health insurance
First Mortgage Underwriter
FourLeaf Federal Credit Union —Bethpage, NY
- $40.42 - $48.50 an hour
- 5 years
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Senior Deposit Analyst
FourLeaf Federal Credit Union —Bethpage, NY
- $35.92 - $43.11 an hour
- 7 years
- Microsoft Outlook
- Finance
- Disability insurance
- Health insurance
10d
Deposit Operations Legal Order Specialist
FourLeaf Federal Credit Union —Baltimore, MD
- $28.99 - $34.06 an hour
- Microsoft Outlook
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Head Teller - Elmont
FourLeaf Federal Credit Union —Elmont, NY
- $26.35 - $30.96 an hour
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
Assistant Branch Manager - Glen Cove
FourLeaf Federal Credit Union —Glen Cove, NY
- $66,420 - $79,704 a year
- Computer literacy
- Data analysis skills
- Mid-level
- Disability insurance
- Health insurance
Enterprise Risk Financial Analyst
FourLeaf Federal Credit Union —Bethpage, NY
- $31.93 - $38.32 an hour
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Full Time Teller - Roosevelt
FourLeaf Federal Credit Union —Roosevelt, NY
- $20 an hour
- Full-time
- Computer literacy
- Office
- Windows
- Health insurance
- Dental insurance
Wire Operations Representative
FourLeaf Federal Credit Union —Bethpage, NY
- $26.35 - $30.96 an hour
- Mid-level
- High school diploma or GED
- Continuous improvement
- Disability insurance
- Health insurance
Commercial Workout Officer
FourLeaf Federal Credit Union —Bethpage, NY
- $106,391 - $127,669 a year
- Bachelor's degree
- Business Administration
- In-person
- Health insurance
- Dental insurance
Product Owner I - Acquisition Platforms
FourLeaf Federal Credit Union —Bethpage, NY
- $94,570 - $113,484 a year
- Research
- Bachelor's degree
- Machine learning
- Health insurance
- Dental insurance
Outside Mortgage Loan Officer
FourLeaf Federal Credit Union —Cherry Hill, NJ
- $35,000 a year
- Remote
- Microsoft Word
- Public speaking
- Mid-level
- Disability insurance
- Health insurance

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LPL Financial Advisor

FourLeaf Federal Credit Union -
Cherry Hill, NJ

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Job Details

From $32,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Gym membership

Qualifications

Deal closing
Financial sales
Product presentation
Life insurance knowledge
Sales presentations
Series 7
Documentation tools
Prospecting
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Closing sales

Full Job Description

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You’ll Do

FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship genesis, providing financial services and products based on current and future financial situations, cultivating trust and sincerity. Our advisors are professionals maintaining specific training, licensing, registrations with a regulatory agency, and continuing education to provide optimal advice and guidance, preserving membership growth, longevity and experience. A FourLeaf Financial Group, Financial Advisor is a dual employee of both FourLeaf Federal Credit Union and LPL Financial Services, as such employment requirements from both organizations are required.

Core Contributions

Provide professional Investment Planning Services and Products to FourLeaf Members and employees. Understanding the members’ objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Anticipate complex financial needs through tools, resources, experience, member profiling and suitability assessments. The advice and guidance offered must be clear, compliant, in the member’s best interest and include the features, benefits, risks, and costs, regulatory disclosures of products, securities, insurance and strategies.
Establish relationships with colleagues and associates highlighting the value FourLeaf Financial Group provides members and teammates alike, to master referral opportunities. Proactively source, acquire and expand member relationships by maximizing sale and service opportunities. Provide regular value-added engagement with members, face-to-face meetings, and consistent communications, strengthen member relationships, retain assets, ensure objectives and goals are accurate and there is no new information that would require changes to the investments or plan. Adhere to all regulatory and compliance operating procedures for reviews at a minimum as well as update broker dealer required documentation and service forms within the time allotted. Engage in activities that foster strong relationships by supporting and introducing potential members and credit union products. Partner with all roles on branch team to ensure all clients have a positive in-branch experience. Conduct branch training for staff.
Must have proven sales experience with a committed sales process that includes; effectively prospecting, connecting, qualifying, product and plan presentation, demonstrating value, documenting, disclosing and closing. Acquire new members through converting referral leads, circle of influence and referrals from the existing book of business.
Maintain current knowledge on products, processes, regulations, continuing education and compliance as well as sales ideas and activities are required. Have deep knowledge of the various account types, Individual, Joint, TOD, Custodial, Guardianship, Trust, Corporate, Guardianship, and various IRA accounts. Have a deep understanding of financial markets. Assist with Trust, Long-Term Care, and Elder Law planning.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the divisions reputation and safeguarding FourLeaf, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Fulfill annual compliance, FINRA, and state insurance continuing education requirements. Strictly adhere to all rules, regulations and reporting requirements of the SEC, FINRA, all applicable exchanges, regulatory authorities of the state, and all procedures of the broker dealer. Maintain clean licenses.

Assets You Will Bring

Associate’s Degree.
1-4 years of experience. Three or more years of experience in investments and insurance sales and service preferred.
CFP Certification preferred, NY State.
FINRA Series 7, NASD 66 or 65 NYS Life and Health Insurance license required.
PC, Windows, Internet proficient and MS Excel, Access, and Word skills.

The estimated salary for this role is starting at $32,000 base plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well-being through:

Competitive 401(k)
Tuition and fitness reimbursement programs
Flexible work options
Volunteer opportunities
Executive “Water Cooler Chats”
Clubs, sports, and social events
Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

bethpage federal credit union jobs

LPL Financial Advisor

Deposit Operations Quality Control and Oversight Program Manager

Manager SBA Loan Operations

Executive Administrator - Marketing Digital and Strategy

FVP Digital Transformation Office

Construction Manager

Senior Real Estate Servicing Specialist - Documents

Member Value Personal Banker - Baldwin

LPL Financial Advisor

First Mortgage Underwriter

Senior Deposit Analyst

Deposit Operations Legal Order Specialist

Head Teller - Elmont

Assistant Branch Manager - Glen Cove

Enterprise Risk Financial Analyst

Full Time Teller - Roosevelt

Wire Operations Representative

Commercial Workout Officer

Product Owner I - Acquisition Platforms

Outside Mortgage Loan Officer

I want to receive the latest job alert for bethpage federal credit union

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