What are the responsibilities and job description for the Wealth Advisor Specialist position at Summit Credit Union?
Company Overview
Summit Credit Union is a member-owned financial cooperative dedicated to helping individuals achieve their financial goals. Our commitment to financial education and wealth-building has earned us a reputation as a top workplace in Wisconsin.
- As a Financial Advisor, you will have the opportunity to work closely with our large and ever-expanding membership base.
- Leverage our strong referral system to establish a robust client base.
