Wealth Advisor - Merck Sharp & Dohme Federal Credit Union
lplfinancial is hiring for Wealth Advisor - Merck Sharp & Dohme Federal Credit Union in Chalfont PA - Field Mgmt. Mid level. First seen September 30, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- lplfinancial
- Where
- Chalfont PA - Field Mgmt
- Level
- Mid
- First seen
- September 30, 2026
- Listed via
- Workday
What the posting says
This role will require the employee to work on-site at the local credit union branch located in Chalfont, Collegeville, Harleysville, Lansdale, Quakertown, West Point, or Upper Gwynedd, PA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and…
Read more and apply on lplfinancial's site
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