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© All Rights Reserved. ApplyBlast.com
Summit Credit Union
The role is a Financial Advisor position at Summit Credit Union in partnership with LPL Financial, allowing the advisor to take over an existing book of business and build a client base using the bank's referral system. The advisor will provide investment solutions without proprietary products, leveraging LPL's technology, tools, and support while serving clients throughout their financial lives.
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.
5% above the average for this role
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