Financial Advisor - Summit Credit Union jobs in United States
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LPL Financial · 1 month ago

Financial Advisor - Summit Credit Union

positionMadison, WI
timeFull-time
remoteOnsite
seniorityMid Level
money$60K/yr - $80K/yr
date3+ years exp

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This role as a Financial Advisor at Summit Credit Union in Madison, WI involves supporting clients in their financial journeys and leveraging the bank’s resources to grow a client base.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank’s client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL’s combination of tools, technology, and support
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank’s reputation and community standing

Qualification

Series 7 licenseSeries 66 licenseInsurance licenseInvestment sales experienceClient relationship management

Required

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

Investment News
LPL, Ameriprise report online attacks on clients’ accounts, data to Maine
2026-01-16
GlobeNewswire
LPL Financial Welcomes Oak Bridge Financial, LLC
2026-01-16
Investment News
Advisor moves: $670M Baird team bolts to RBC in Texas
2026-01-16
Company data provided by crunchbase