LPL Financial

Financial Advisor - Fourleaf Federal Credit Union

LPL Financial

6 months ago
Westbury, NY
Onsite
Full Time
Senior
0 applicants
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LPL Financial
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About this role

This position at Fourleaf Federal Credit Union allows you to join the Investment Program as a Financial Advisor associated with LPL Financial, focusing on providing comprehensive financial services to credit union clients. The role emphasizes building strong client relationships while leveraging the support and technology of LPL Financial to create tailored investment solutions.

Skills

Qualifications

Series 7Series 66Insurance License
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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