Financial Advisor
Listed on 2026-01-12
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Finance & Banking
Financial Sales, Financial Consultant, Financial Services
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 Tru Stage and LPL Financial, offering over 200 years of combined experience and resources.
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 Tru Stage:Tru Stage is a financially strong insurance, investment, and financial services company built on the principle of “people helping people.” Tru Stage 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.
- A full suite of products to create client solutions.
- Opportunity to leverage LPL technology to maximize practice management & ease of service activities.
- Series 6 or Series 7
- Life & Health Insurance License
- Three or more years of investment sales experience.
Whatever your vision of success, we're with you every step of the way.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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