Financial Advisor | Grow Your Client Book with LPL Tools

Summit Credit Union; Waukesha (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Summit Credit Union in Baraboo, WI seeks a Financial Advisor affiliated with LPL Financial to join the Investment Program. You will manage an existing book of business and build a strong client base through the bank’s referral network, providing investment guidance with an open-architecture platform.

You will work with a team focused on helping clients achieve their financial goals, leveraging LPL’s tools and resources while offering solutions without proprietary products.

Qualifications

• Three or more years of investment sales experience.
• Series 7 and 66 licenses required.
• Insurance license required.

Responsibilities

• Take over an existing book of business.
• Grow a strong client base through the bank’s referral system.
• Provide investment guidance using an open-architecture platform.

Skills

Investment sales

Client relationship management

Education

Series 7 and 66 license

Insurance license

Job description

Summit Credit Union in Baraboo, WI seeks a Financial Advisor affiliated with LPL Financial to join the Investment Program. You will manage an existing book of business and build a strong client base through the bank’s referral network, providing investment guidance with an open-architecture platform.

You will work with a team focused on helping clients achieve their financial goals, leveraging LPL’s tools and resources while offering solutions without proprietary products.