LPL Financial
5001 - 10000 employees
Founded 1989
💸 Finance
💳 Fintech
🤝 B2B
💰 $1.5G Post-IPO Equity - LPL Financial on 2025-03
Finance • Fintech • B2B
LPL Financial is a U. S. -based financial services firm that provides custodial, brokerage, technology, and advisory support to independent financial advisors, institutions, and individual investors. LPL offers wealth management solutions, investment research and market insights, advisor-focused business support (including practice transitioning, payouts/pricing, and marketing), and client-facing services such as retirement planning, banking and lending integration, and risk management. The firm positions itself as a platform for advisors and institutions to run their practices while offering tools and resources for individual investors to find and work with advisors.
Financial Advisor
🕒 July 1
🇺🇸 United States – Remote
💵 $60k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
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LPL Financial
5001 - 10000 employees
Founded 1989
💸 Finance
💳 Fintech
🤝 B2B
💰 $1.5G Post-IPO Equity - LPL Financial on 2025-03
Finance • Fintech • B2B
LPL Financial is a U. S. -based financial services firm that provides custodial, brokerage, technology, and advisory support to independent financial advisors, institutions, and individual investors. LPL offers wealth management solutions, investment research and market insights, advisor-focused business support (including practice transitioning, payouts/pricing, and marketing), and client-facing services such as retirement planning, banking and lending integration, and risk management. The firm positions itself as a platform for advisors and institutions to run their practices while offering tools and resources for individual investors to find and work with advisors.
📋 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 • 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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