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Financial Advisor - Book of Business
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-02-16
Listing for:
Summit Credit Union
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A community-focused financial institution in Madison, WI seeks a Financial Advisor to join its Investment Program. The role involves managing an existing book of clients, building a client base through referrals, and creating personalized financial solutions without proprietary restrictions. Candidates must have Series 7 and 66 licenses, an insurance license, and at least three years of investment sales experience. Enjoy a supportive team, proprietary technology, and access to a wide range of investment products and resources.
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