Financial Advisor - Summit Credit Union
Job Summary
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
About the Role
You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions.
Responsibilities
- The ability to take over an existing book of business.
- The ability to build a strong client base with the Bank’s exceptional referral system.
- Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
- The opportunity to find new clients via the bank’s client base.
- The opportunity to create client solutions without proprietary products.
- The ability to grow your business with LPL’s combination of tools, technology, and support.
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
- The opportunity to capitalize on the bank’s reputation and community standing.
Requirements
- Series 7 and 66 (63/65) required.
- Insurance license required.
- Three or more years of investment sales experience.
Qualifications
Commensurate with experience.
Skills
Open architecture platform with access to thousands of investment products from leading third-party product sponsors.
Benefits
The freedom to create solutions specific to your client’s goals.
Pay
$50,000 - $75,000 annually, dependent on a number of factors, including the applicant’s skill, experience, and work location.
Schedule
N/A