Financial Advisor - Summit Credit Union
lplfinancial · Baraboo, WI · $50k–$75k
- Posted
- 29 days ago
- Published range
- $50k–$75k
What this role involves
This role is a Financial Advisor position at Summit Credit Union in Baraboo, WI, associated with LPL Financial. The advisor will take over an existing book of business and leverage the bank's referral system to build a client base. The position requires Series 7 and 66 (or 63/65) licenses, an insurance license, and three or more years of investment sales experience.
Skills this posting asks for
- series 7
- series 66
- series 63
- series 65
- insurance license
- investment sales
Requirements
- 3 years of experience
- Level: mid
- Remote policy: onsite
Apply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
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