LPL Financial
5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
Financial Advisor
🕒 July 2
🇺🇸 United States – Remote
💵 $60k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
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LPL Financial
5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
📋 Description
• Service a book of business upon hire • Build a strong client base with the credit union’s exceptional referral system • Find new clients via the credit union’s member base • Create client solutions without proprietary products • Grow your business with LPL’s combination of tools, technology, and support
🎯 Requirements
• Series 7 and 66 (63/65) required • Insurance license required • Three or more years of investment sales experience
🏖️ Benefits
• 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
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