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Summit Credit Union
Summit Credit Union

60 Summit Credit Union Jobs Hiring Near You

Summit Credit Union

Financial Advisor

Baraboo, WI · On-site

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 ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

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 ...

Summit Credit Union

Financial Advisor

Baraboo, WI · On-site

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 ...

Summit Credit Union

Mortgage Loan Officer

Portage, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Portage Market. As the MLO you ...

Summit Credit Union

Mortgage Loan Officer

Green Bay, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Howard Market. As the MLO you ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

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 ...

Summit Credit Union

Mortgage Loan Officer

Green Bay, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Howard Market. As the MLO you ...

Summit Credit Union

Mortgage Loan Officer

Portage, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Portage Market. As the MLO you ...

Summit Credit Union

Mortgage Loan Officer

Waukesha, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Waukesha Market. As the MLO ...

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All JobsSummit Credit Union Jobs

Summit Credit Union Jobs Information

Do workers at Summit Credit Union get paid breaks?

Yes. Most people get paid breaks.
75% of people say they get paid breaks.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and February 2026.

Does Summit Credit Union pay people when they’re sick?

Yes. Most people get paid when they’re sick.
93% of people say they would get paid if they were sick but scheduled to work.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and February 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 0% of people with changing schedules find out their shifts one week or less ahead of time.
  • 45% of people with changing schedules find out their shifts two weeks ahead of time.
  • 36% of people with changing schedules find out their shifts three weeks ahead of time.
  • 18% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 11 people who took the Breakroom Quiz between December 2024 and February 2026.

Do workers at Summit Credit Union worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and February 2026.

Do Summit Credit Union workers get to choose the shifts they work?

Most people get to choose which shifts they work.
85% report that they have enough control over which shifts they work.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and February 2026.

How easy is it to get time off at Summit Credit Union?

Most people find it easy to get time off.
85% of people report it’s easy to get time off.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and February 2026.

Do Summit Credit Union managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
86% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and February 2026.

Do jobs at Summit Credit Union spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
0% of people report that their job takes up time that they don’t get paid for.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and February 2026.

How easy is it to take sick days at Summit Credit Union?

Most people find it easy to take sick days.
87% of people report that it’s easy to take time off if they are sick.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and February 2026.

Do people at Summit Credit Union feel treated with respect by their managers?

Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and December 2025.

Do people at Summit Credit Union get to take their breaks without interruption?

Most people get breaks without interruption.
92% of people report that they get to take their breaks without interruption.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and February 2026.

Is it stressful to work at Summit Credit Union?

Some people feel stressed out here.
57% of people say they often feel stressed out at work.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and February 2026.

Do people at Summit Credit Union enjoy their jobs?

Most people enjoy their job.
83% of people report they enjoy their job.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and December 2025.

Do people at Summit Credit Union recommend working with their team?

Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and February 2026.

Do people get enough training when they start at Summit Credit Union?

Most people got enough training when they started.
93% of people report they got enough training when they started working here.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and December 2025.

Do people get support to advance at Summit Credit Union?

Most people are given support to advance their career here.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and February 2026.

Do people think Summit Credit Union’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and February 2026.

Do workers feel well informed about how Summit Credit Union is doing?

Most people feel well informed about how the company is doing.
93% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
What are the most popular titles at Summit Credit Union?
What are the most popular cities for Summit Credit Union jobs?
What are the most popular states for Summit Credit Union jobs?
What are the most popular job types at Summit Credit Union?
What are the most popular categories at Summit Credit Union?
Infographic showing various job openings at Summit Credit Union in the United States as of June 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 91% Physical, 6% Hybrid, and 3% Remote job distribution.
Financial Advisor

Financial Advisor

Summit Credit Union

Baraboo, WI • On-site

Full-time

Posted 9 days ago

Summit Credit Union rating

7.7

Company rating: 7.7 out of 10

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:

  • 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

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