Financial Advisor

2 weeks ago

Milwaukee, United States Summit Credit Union Full time
Want to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for

In this role, you'll help Summit Credit Union's large, ever-expanding membership reach their financial goals and live richer, more secure lives. This is an incredible opportunity to share your expertise in insurance and planning strategies and create meaningful, long-term relationships with your dedicated Summit member-clients - directly benefiting you as you also help them thrive from your guidance and personalized solutions to their investing needs.

The Summit Financial Advisors program is available through a partnership with TruStage and LPL Financial, the largest independent broker-dealer in the U.S. Officially an employee of TruStage, you'll be supported by this strong, combined partnership with over 200 years of experience and the resources of all three highly reputable companies

Summit Credit Union

Summit's a member-owned financial cooperative actively making the world better by empowering women, and everyone in our communities, in building financial security and wealth and avoiding poverty in retirement. Our goal is to make managing money easier, more effective and more fun. Think how great it would feel to play a direct role in helping help Summit members reduce money stress and grow financial confidence, security and wealth Summit is consistently rated as a Top Workplace, providing an environment you can thrive in.

TruStage

Built on the principle of "people helping people," TruStage is a financially strong insurance, investment and financial services company that believes a brighter financial future should be accessible to everyone. TruStage Wealth Management Solutions (TWMS), TruStage' s wealth management business works directly with credit unions to provide data analytics and support financial professionals. TWMS leverages LPL Financial' s integrated digital platform, streamlining the end-to-end experience for financial professionals and members.

LPL Financial

LPL is a leading provider of investment and business solutions for independent financial advisors across the nation, offering you complete tools and technology for your ease and success. LPL believes that clients deserve access to personalized guidance from a financial advisor. As the broker-dealer, clearing firm and custodian providing support services, LPL is committed to the principle that they work for you, the advisor - not the other way around.

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. This position will offer:

  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member 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 credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.

Requirements:
  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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