Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Sales Specialist - Azure Core
Microsoft Corporation
Milwaukee, WI
Apply Now >
Full-Time Sales Supervisor - Softlines
Kohl's Illinois, Inc
Waukesha, WI
Apply Now >
Solution Area Specialists - Business Applications
Microsoft Corporation
Milwaukee, WI
Apply Now >
Fitness Sales Associate
Wauwatosa, WI
Apply Now >
Regional Banker/Teller
The PNC Financial Services Group
Milwaukee, WI
Apply Now >
View more jobs in Milwaukee, WI
View more jobs in Wisconsin

Job Details

Financial Advisor - Summit Credit Union

Company name
LPL Financial

Location
Milwaukee, WI, United States

Employment Type
Full-Time

Industry
Finance, Sales

Posted on
Jun 29, 2022

Valid Through
Oct 12, 2022

Profile

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Summit Credit Union in Milwaukee, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions. This position will offer:The ability to service an existing book of business upon hire  The ability to build a strong client base with the credit union’s exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union’s member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL’s combination of tools, technology, and supportThe benefit of LPL’s experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union’s reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client’s goalsWhatever your vision of success, we’re with you every step of the way.Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience   Apply online at: By submitting an application, you are not applying for employment with LPL Financial.  Employment is with CUNA, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.***REQUIRED DISCLOSURE(S)These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union.Tracking # 1-05026674Why LPL?  At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are one team on one mission. We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Want to hear from our employees on what it’s like to work at LPL?  Watch this!We take social responsibility seriously. Learn more hereWant to see info on our benefits?  Learn more hereJoin the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.,identifier:R-024292,title:Financial Advisor - Summit Credit Union,url:https://careers.lpl.com/job/milwaukee/financial-advisor-summit-credit-union/702/31818036080,hiringOrganization:{@type:Organization,name:LPL Financial},jobLocation:{@type:Place,address:{@type:PostalAddress,addressLocality:Milwaukee,addressRegion:WI,addressCountry:United States,streetAddress:,postalCode:}}}

Company info

LPL Financial
Website : http://lplfinancial.lpl.com

Similar Jobs:
Account Specialist
Location : Milwaukee, WI
Primary Responsibilities\nThe Account Specialist is responsible for maintaining strong customer satisfaction and long-term retention of Axalta\u2019s customers within a market.  As a member of the Regional sales team the Account S...
Global Account Based Marketing Manager
Location : Milwaukee, WI
Specialty/Competency: IFS - Internal Firm Services - Other Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in Sales and Marketing will provide you with the opportunity to focus ...
Global C-Suite Insights Director
Location : Milwaukee, WI
Specialty/Competency: IFS - Internal Firm Services - Other Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in Sales and Marketing will provide you with the opportunity to focus ...
I was facing the seven-year itch at my previous workplace. Thanks to EmploymentCrossing, I'm committed to a fantastic sales job in downtown Manhattan.
Joseph L - New York, NY
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
SellingCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
SellingCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2022 SellingCrossing - All rights reserved. 168 192