Financial Advisor — Grow Your Book with Open Architecture

Summit Credit Union; Baraboo (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Access to proprietary technology

Open architecture platform

Resources for creating client solutions

Job summary

A leading financial institution in Baraboo, WI is seeking a Financial Advisor to join its Investment Program. This role involves managing and building a client base through bank referrals and creating tailored investment solutions without proprietary products. Candidates must have Series 7 and 66 licenses as well as three or more years of experience in investment sales. This position offers access to advanced technology and a supportive framework for growing your business successfully.

Qualifications

• Series 7 and 66 (63/65) licenses are mandatory.
• Insurance license is required.
• Three or more years of investment sales experience.

Responsibilities

• Manage and build a client base through bank referrals.
• Create tailored investment solutions for clients.
• Utilize tools and support from LPL Financial.

Skills

Sales experience

Client relationship management

Tools

Investment products knowledge

Job description

A leading financial institution in Baraboo, WI is seeking a Financial Advisor to join its Investment Program. This role involves managing and building a client base through bank referrals and creating tailored investment solutions without proprietary products. Candidates must have Series 7 and 66 licenses as well as three or more years of experience in investment sales. This position offers access to advanced technology and a supportive framework for growing your business successfully.