Financial Advisor Summit Credit Union


JOB REQUIREMENTS: Description Want to make a difference at a
fast-growing organization known across Wisconsin for boosting financial
education and wealth across entire communities – especially among women
and their families, who have traditionally faced greater risk of poverty
in retirement? You could be the Summit Financial Advisor were looking
for! In this role, youll help Summit Credit Unions large,
ever-expanding membership reach their financial goals and live richer,
more secure lives. This is an incredible opportunity to share your
expertise in insurance and planning strategies and create meaningful,
long-term relationships with your dedicated Summit member-clients –
directly benefiting you as you also help them thrive from your guidance
and personalized solutions to their investing needs. The Summit
Financial Advisors program is available through a partnership with CUNA
Mutual Group and LPL Financial, the largest independent broker-dealer in
the U.S. Officially an employee of CUNA Mutual, youll be supported by
this strong, combined partnership with over 200 years of experience and
the resources of all three highly reputable companies! Summit Credit
Union Summits a member-owned financial cooperative actively making the
world better by empowering women, and everyone in our communities, in
building financial security and wealth and avoiding poverty in
retirement. Our goal is to make managing money easier, more effective
and more fun. Think how great it would feel to play a direct role in
helping help Summit members reduce money stress and grow financial
confidence, security and wealth! Summit is consistently rated as a Top
Workplace, providing an environment you can thrive in. CUNA Mutual Group
Built on the principle of “people helping people,” CUNA Mutual Group
is a financially strong insurance, investment and financial services
company that believes a brighter financial future should be accessible
to everyone. CBSI, CUNA Mutuals wealth management business, works
directly with credit unions to provide data analytics and support
financial professionals. CBSI leverages LPL Financials integrated
digital platform, streamlining the end-to-end experience for financial
professionals and members. LPL Financial LPL is a leading provider of
investment and business solutions for independent financial advisors
across the nation, offering you complete tools and technology for your
ease and success. LPL believes that clients deserve access to
personalized guidance from a financial advisor. As the broker-dealer,
clearing firm and custodian providing support services, LPL is committed
to the principle that they work for you, the advisor – not the other way
around. This exciting position will allow you to grow your career and
business, helping the people and… For full info follow application
link. Summit Credit Union is proud to be an Equal Opportunity and
Affirmative Action Employer of Veterans, Minorities and Individuals with
Disabilities. APPLICATION INSTRUCTIONS: Apply Online:

Show Full Vacancy