Financial Advisor - Book Architecture
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-01
Listing for:
LPL Financial
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
LPL Financial is partnering with Summit Credit Union to find a Financial Advisor in Madison, WI. This role allows you to manage an existing client book and build new relationships through the bank’s referral system. You will have access to proprietary technology and a wide range of investment products.
Ideal candidates should have Series 7 and 66 licenses, an insurance license, and three or more years of investment sales experience.
The position offers a competitive salary, ranging from $60,000 to $80,000, plus the opportunity for sales incentives.
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