Financial Advisor - Architecture & Client
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-02-28
Listing for:
Summit Credit Union
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A community-focused credit union in Madison, WI, is seeking a Financial Advisor to join their Investment Program. The position offers the opportunity to take over an existing book of business and leverage the bank's exceptional referral system to build a strong client base. Candidates should have Series 7 and 66 (63/65) licenses and a minimum of three years in investment sales.
This role emphasizes creating tailored client solutions without proprietary products, supported by comprehensive tools and resources.
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