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Financial Advisor — Book Architecture
Job in
Baraboo, Sauk County, Wisconsin, 53913, USA
Listed on 2026-07-06
Listing for:
Summit Credit Union
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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