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What is it like to work at Levo Federal Credit Union?

Levo Federal Credit Union appears to be a member-focused organization with a strong emphasis on community involvement and financial education. The credit union offers a collaborative team environment, flexible work arrangements, and opportunities for professional growth and development, with a mission to provide personalized financial services to its members. Working at Levo Federal Credit Union may appeal to individuals who value a dynamic work environment, are passionate about financial literacy, and are committed to serving their community.

What makes Levo Federal Credit Union an attractive place to work?

Levo Federal Credit Union is a reputable financial institution that prioritizes member satisfaction and community involvement, positioning itself as a trusted partner in the financial services industry. The company's workplace is characterized by a collaborative environment, innovative approaches to financial services, and a commitment to employee growth and development through training and mentorship programs. By joining Levo Federal Credit Union, individuals can contribute to the organization's mission of empowering members to achieve financial stability and security, while also advancing their own careers through opportunities for professional development and advancement.
Infographic showing various job openings at Levo Federal Credit Union in the United States as of August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 60% Physical, and 40% Remote job distribution.

The Summit Federal Credit Union

LPL Financial

Syracuse, NY • Hybrid

Full-time

Re-posted 18 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

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 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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