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Wealth Advisor: Build Client Wealth
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-01-01
Listing for:
Summit Credit Union
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A growing financial cooperative in Milwaukee seeks a knowledgeable financial advisor to enhance member relationships and offer tailored insurance and investment solutions. This role emphasizes leveraging Summit's client base and resources from LPL Financial to support clients in achieving their financial goals. Required qualifications include Series 6 or 7 and a Life & Health Insurance License, along with at least three years of investment sales experience.
Excellent growth opportunities offered.
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