
5001 - 10000 employees
Founded 1989
πΈ Finance
π³ Fintech
π€ B2B
π° $1.5G Post-IPO Equity - LPL Financial on 2025-03
Finance β’ Fintech β’ 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.
π July 1
Financial Advisor at TruStage Wealth Management working with credit unions to support client financial goals. Utilize technology and tools to build a robust client base and enhance financial solutions.
π΅ Arizona β Remote
π΅ $60k - $100k / year
π° $1.5G Post-IPO Equity - LPL Financial on 2025-03
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π July 1
Financial Advisor role at TruStage Wealth Management assisting clients in achieving their financial goals. Build client relationships and leverage LPL's resources to support their financial needs.
πΊπΈ United States β Remote
π΅ $60k - $100k / year
π° $1.5G Post-IPO Equity - LPL Financial on 2025-03
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)