About this role
Financial Advisor at Summit Credit Union. Location: Baraboo, Wisconsin, United States. Role: managing clients, building client relationships, expanding book Requirements: Series 7 and 66, and insurance license; 3+ years investment sales experience. Category: Sales Seniority: Mid Level Tools: Investment tools, Financial planning software Certifications: series 7, series 66, insurance Commitment: Full Time Workplace: Onsite Languages: English