Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · On-site
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · On-site
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · Hybrid
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · Hybrid
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Quick apply
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Quick apply
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Quick apply
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Quick apply
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Quick apply
If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union , in the Rochester, Buffalo, and ...
Teller (Part-Time)
Rochester, NY · On-site
$18 - $18.50/hr
The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex ...
Quick apply
Teller (Part-Time)
Rochester, NY · On-site
$18 - $18.50/hr
The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex ...
Head Teller
Buffalo, NY · On-site
$23.50 - $24/hr
The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex ...
New
Quick apply
Head Teller
Buffalo, NY · On-site
$23.50 - $24/hr
The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex ...
New
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This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL ...
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Summit Federal Credit Union information
See salary details
$15.16 is the 25th percentile. Wages below this are outliers.
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13% of jobs
$12
$32
$96
How much do summit federal credit union jobs pay per hour?
What is Summit Federal Credit Union?
What are some typical challenges Member Service Representatives face at Summit Federal Credit Union, and how can they overcome them?
What are the key skills and qualifications needed to thrive as a Credit Union Member Service Representative, and why are they important?
What is the difference between Summit Federal Credit Union vs Loan Officer?
| Aspect | Summit Federal Credit Union | Loan Officer |
|---|---|---|
| Credentials | Typically requires a high school diploma or equivalent; some roles may need relevant financial certifications | Requires a high school diploma; certifications like Mortgage Loan Originator (MLO) license may be needed |
| Work Environment | Financial institution setting, customer service focus, team-oriented | Banking or lending environment, client-facing, sales-driven |
| Industry Usage | Used within credit unions, financial cooperatives | Commonly used in banks, credit unions, mortgage companies |
While Summit Federal Credit Union offers a range of financial services, a Loan Officer specifically focuses on evaluating and approving loan applications. Both roles operate within the financial industry and may require similar certifications, but their primary functions differ: Summit Federal Credit Union provides broader financial services, whereas Loan Officers specialize in lending and credit assessment.
Full-time
Posted 8 days ago
LPL Financial rating
7.5
Based on 67 frontline employees who took The Breakroom Quiz
114th of 146 rated financial services
Job description
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at The Summit Federal Credit Union in Syracuse, NY would allow you to join The Summit Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at The Summit Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to The Summit Federal Credit Union for financial solutions. This position will offer:
- The ability to service an existing book of business upon hire
- The ability to build a strong client base with the credit union's exceptional referral system
- Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
- The opportunity to find new clients via the credit union's member 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 credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union.
Tracking # 1-05026674
Pay Range:650000 - 700000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
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Benefits
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About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989