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Financial Advisor | Client Book LPL Tools
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-09-02
Listing for:
Summit Credit Union
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Summit Credit Union in Baraboo, WI seeks a Financial Advisor affiliated with LPL Financial to join the Investment Program. You will manage an existing book of business and build a strong client base through the bank’s referral network, providing investment guidance with an open-architecture platform.
You will work with a team focused on helping clients achieve their financial goals, leveraging LPL’s tools and resources while offering solutions without proprietary products.
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