Financial Advisor
Baraboo, WI · On-site
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union ...
Financial Advisor
Baraboo, WI · On-site
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union ...
Financial Advisor
Waukesha, WI · On-site
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union ...
Financial Advisor
Waukesha, WI · On-site
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union ...
Staff Accountant
$56K - $75K/yr
This role works closely with Finance and cross-functional partners to maintain reliable financial ... At Summit, our core values show up in how we make decisions, work together, and support our ...
Staff Accountant
$56K - $75K/yr
This role works closely with Finance and cross-functional partners to maintain reliable financial ... At Summit, our core values show up in how we make decisions, work together, and support our ...
Our services in federal infrastructure finance, evidence-based program evaluation, program and ... partner to help you learn the ropes and become a productive team member. Our office is in the heart ...
Our services in federal infrastructure finance, evidence-based program evaluation, program and ... partner to help you learn the ropes and become a productive team member. Our office is in the heart ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Quick apply
Chief Financial Officer (CFO) About Summit Drilling Summit Drilling is a leading environmental and ... Partner with the Collections Manager to improve cash collections and reduce Days Sales Outstanding ...
Summit Financial Partners information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do summit financial partners jobs pay per year?
As of Aug 12, 2026, the average yearly pay for summit financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.
What is the typical team structure and collaboration style at Summit Financial Partners?
At Summit Financial Partners, teams are typically organized by client segment or specialty area, such as wealth management, retirement planning, or corporate benefits. Collaboration is highly valued, with financial advisors, analysts, and support staff working closely together to develop and implement client strategies. Regular team meetings, open communication channels, and mentorship from senior advisors help foster a supportive environment where new hires can learn and grow. This structure allows for knowledge sharing and ensures clients receive comprehensive, well-rounded financial guidance.
What is the difference between Summit Financial Partners vs Financial Advisor?
| Aspect | Summit Financial Partners | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, CFA, or similar certifications often required |
| Work Environment | Financial firms, client offices, or remote | Financial firms, client offices, or remote |
| Industry Usage | Financial services, wealth management | Financial services, wealth management |
Summit Financial Partners and Financial Advisors both operate within the financial services industry, often requiring similar credentials like CFP or CFA. While Summit Financial Partners may focus on specific client segments or services, Financial Advisors generally provide personalized financial planning and investment advice. Both roles typically work in similar environments, serving clients in wealth management and financial planning.
What are the key skills and qualifications needed to thrive as a Financial Advisor at Summit Financial Partners, and why are they important?
To thrive as a Financial Advisor, you generally need a solid background in finance, economics, or a related field, often supported by a bachelor's degree and relevant licenses such as Series 7 or CFP certification. Proficiency with financial planning software, CRM systems, and investment analysis tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help advisors build trust with clients. These skills and qualities are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client relationships.
What is Summit Financial Partners?
Summit Financial Partners is a financial services firm that provides personalized financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their advisors work with clients to develop strategies to achieve financial goals, manage risk, and plan for the future. They may also offer services such as tax planning, estate planning, and insurance solutions, depending on client needs. Summit Financial Partners aims to provide comprehensive and tailored financial advice to help clients build and protect their wealth.
More about Summit Financial Partners jobs
What cities are hiring for Summit Financial Partners jobs? Cities with the most Summit Financial Partners job openings:
What states have the most Summit Financial Partners jobs? States with the most job openings for Summit Financial Partners jobs include:
What job categories do people searching Summit Financial Partners jobs look for? The top searched job categories for Summit Financial Partners jobs are:
Summit Credit Union rating
7.7
Based on 16 frontline employees who took The Breakroom Quiz
Job description
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Summit Credit Union for financial solutions. This position will offer:
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:
Whatever your vision of success, we're with you every step of the way.
Requirements:
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Summit Credit Union, 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, Summit Credit Union.
Tracking # 1-05026674
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Summit Credit Union for financial solutions. This position will offer:
- The ability to take over an existing book of business.
- The ability to build a strong client base with the Bank's exceptional referral system
- Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
- The opportunity to find new clients via the bank's client 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 bank'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 Summit Credit Union, 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, Summit Credit Union.
Tracking # 1-05026674
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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