Financial Advisor

🕒 July 1

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $60k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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LPL Financial

WebsiteLinkedInAll Job Openings

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 with TruStage and associated with LPL Financial • Support the local community and help members in every stage of their financial life • Grow your career and business by helping people and families with financial solutions • Use LPL’s tools, technology, and support to build a strong client base

🎯 Requirements

• Series 7 and 66 (63/65) required • Insurance license required • Three or more years of investment sales experience

🏖️ Benefits

• The ability to service a book of business upon hire • The ability to build a strong client base with the credit union’s exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union’s member 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 credit union’s reputation and community standing • 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