LPL Financial

Financial Advisor - Northwoods Credit Union

LPL Financial

5 months ago
Croquet, MN
Hybrid
Full Time
Senior
0 applicants
View Job Listing
LPL Financial
Apply to 100+ jobs

About this role

A Financial Advisor at Northwoods Credit Union, in partnership with LPL Financial, assists credit union clients by offering a complete menu of financial services. This role involves servicing an existing book of business, building a strong client base through referrals, and creating tailored solutions to meet clients' 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

Unlock Company Insights

View leadership team, funding history,
and employee contacts for LPL Financial.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com