Financial Advisor
On-site · Baraboo, Wisconsin, United States
Job Summary
Join Summit Credit Union as a Financial Advisor associated with LPL Financial, focusing on helping clients in every stage of their financial life. This role allows you to take over an existing book of business and build a client base using the Bank’s exceptional referral system. Required qualifications include a Series 7 and 66 (63/65) licenses, an insurance license, and three or more years of investment sales experience. The position offers access to proprietary technology, a suite of customized services, and the freedom to create tailored solutions for clients.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Desired Qualifications
- Ability to build a strong client base
- Three or more years of investment sales experience
- Access to proprietary technology and customized services
- Excellent client service skills
Additional Requirements
- Employment is with Summit Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
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