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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 we\'re looking for! In this role, you\'ll help Summit Credit Union\'s 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, you\'ll 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 Summit\'s 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 Mutual\'s wealth management business, works directly with credit unions to provide data analytics and support financial professionals. CBSI leverages LPL Financial\'s 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: ipc.us/t/0BC3558D11894A83