LPL Financial

Financial Advisor - 7 17 Credit Union

LPL Financial

2 days ago
Streetsboro, OH
Onsite
Full Time
Junior
0 applicants
LPL Financial
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About this role

A Financial Advisor at TruStage, associated with LPL Financial and located at 7 17 Credit Union in Streetsboro, OH, helps members with their financial goals by providing investment advice and financial solutions. The role supports community-focused financial services and offers opportunities for career growth and business expansion through a strong referral system and access to a wide range of investment products.

Skills

Qualifications

Series 7Series 66 or 63/65Insurance License3+ Years Investment Sales Experience
LPL Financial

About LPL Financial

lpl.com

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.

About LPL Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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