Financial Advisor

4 weeks ago

Cottage Grove, Wisconsin, United States Summit Credit Union Full time

Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding membership reach their financial goals and live richer, more secure lives.

In this role, you will:

  • Share your expertise in insurance and planning strategies.
  • Create meaningful, long-term relationships with Summit member-clients.
  • Benefit from a strong partnership with TruStage and LPL Financial, offering over 200 years of combined experience and resources.

About Summit Credit Union: Summit is a member-owned financial cooperative empowering communities to build financial security and wealth. Consistently rated as a Top Workplace, Summit provides an environment where you can thrive.

About TruStage: TruStage is a financially strong insurance, investment, and financial services company built on the principle of "people helping people." TruStage Wealth Management Solutions works directly with credit unions to support financial professionals.

About LPL Financial: LPL is a leading provider of investment and business solutions for independent financial advisors, offering tools and technology for your success. LPL supports you, the advisor, so you can focus on your clients.

This position offers:

  • A strong client base through Summit's referral system.
  • Opportunities to find new clients via Summit's member base.
  • The ability to create client solutions without proprietary products.
  • Growth opportunities with LPL's tools, technology, and support.
  • The chance to capitalize on Summit's reputation and community standing.
  • A full suite of products to create client solutions.

  • Opportunity to leverage LPL technology to maximize practice management & ease of service activities.

Requirements:

  • Series 6 or Series 7
  • Life & Health Insurance License
  • Three or more years of investment sales experience.

Whatever your vision of success, we're with you every step of the way.

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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