Lake Trust Credit Union
The Financial Advisor role at LTCU focuses on enhancing member experience by recommending and selling appropriate investment and insurance products tailored to members' financial goals. This position requires maintaining necessary licenses and fostering a positive, team-oriented environment to support members through various life stages. The role involves collaborating cross-departmentally to drive sustainable member engagement and wellbeing through knowledge sharing and training.
Lake Trust Credit Union is a member-owned, not-for-profit financial cooperative based in Michigan that serves individuals, families, and businesses across the state. It offers retail and business banking products — including checking and savings accounts, loans and mortgages, and online/mobile banking — plus tools and resources designed to enhance members’ financial wellbeing. Focused on local service, Lake Trust emphasizes community involvement, member-focused support, and products tailored to Michigan residents.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lake Trust Credit Union.
Lake Trust Credit Union didn’t post a salary, so this is our estimate from similar listings.