Financial Advisor - American Heritage Federal Credit Union
LPL Financial
About this role
A Financial Advisor position at American Heritage Federal Credit Union, employed by TruStage and associated with LPL Financial. The role supports the credit union’s Investment Program serving members and leverages LPL’s open-architecture platform, tools, and resources. The role is based in Warminster, PA and offers opportunities to grow a book of business using the credit union’s member base.
Skills
Qualifications
About LPL Financial
lpl.comA 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.
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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$45k – $75k
per year
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