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© All Rights Reserved. ApplyBlast.com
Summit Credit Union
The role is a Financial Advisor for Summit Credit Union's Investment Program, partnering with LPL Financial to serve bank clients. Advisors will manage an existing book of business, build a client base using the bank's referral system, and provide customized investment solutions without proprietary products. The position offers access to LPL's technology, a wide range of third‑party investment products, and support resources to help clients achieve their financial goals.
Headquarters
Madison, Wisconsin, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Summit Credit Union.
Summit Credit Union didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role