What are the responsibilities and job description for the LPL Financial Advisor position at Summit Logo?
Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding membership reach their financial goals and live richer, more secure lives.
In this role, you will:
- Share your expertise in insurance and planning strategies.
- Create meaningful, long-term relationships with Summit member-clients.
- Benefit from a strong partnership with TruStage and LPL Financial, offering over 200 years of combined experience and resources.
About Summit Credit Union: Summit is a member-owned financial cooperative empowering communities to build financial security and wealth. Consistently rated as a Top Workplace, Summit provides an environment where you can thrive.
About TruStage: TruStage is a financially strong insurance, investment, and financial services company built on the principle of “people helping people.” TruStage Wealth Management Solutions works directly with credit unions to support financial professionals.
About LPL Financial: LPL is a leading provider of investment and business solutions for independent financial advisors, offering tools and technology for your success. LPL supports you, the advisor, so you can focus on your clients.
This position offers:
- A strong client base through Summit’s referral system.
- Opportunities to find new clients via Summit’s member base.
- The ability to create client solutions without proprietary products.
- Growth opportunities with LPL’s tools, technology, and support.
- The chance to capitalize on Summit’s reputation and community standing.
Requirements:
- Series 7 and 66 (63/65) licenses.
- Insurance license.
- Three or more years of investment sales experience.
Whatever your vision of success, we’re with you every step of the way.
