Financial Advisor

🕒 2 days ago

🇺🇸 United States – Remote

💵 $50k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

LPL Financial

WebsiteLinkedInAll Job Openings

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

• Join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. • 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 • Capitalize on the credit union’s reputation and community standing

🎯 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