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Financial Advisor - Summit Credit Union

LPL Financial · Madison, Wisconsin, United States

Location
Madison
Job Type
Full time
Posted
June 12, 2026

Job Description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Madison, 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 clients 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 take over an existing book of business.
  • The ability to build a strong client base with the Bank’s exceptional referral system

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