LPL Financial

Financial Advisor - Mid Hudson Valley Federal Credit Union

LPL Financial

3 months ago
Middletown, NY
Onsite
Full Time
Medior
0 applicants
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LPL Financial
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About this role

A Financial Advisor at Mid Hudson Valley Federal Credit Union works in partnership with LPL Financial, offering a variety of financial services to credit union clients. This role focuses on servicing existing clients and building new relationships, supporting individuals and families in achieving their financial goals.

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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