Financial Advisor - San Francisco Federal Credit Union
LPL Financial
About this role
As a Financial Advisor at San Francisco Federal Credit Union, you will connect with clients to help them achieve their financial goals through tailored investment and insurance solutions. This role involves building relationships, partnering with branch teams, and leveraging the credit union's exceptional referral system to grow your client 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.
Recent company news
TradingViewWhy LPL Financial (LPLA) Stock Is Trading Lower Today
1 hour ago
LPL FinancialLPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth
1 week ago
Stock TitanTwo Wyoming advisors take $600M practice independent with LPL
8 hours ago
LPL FinancialFind an LPL Financial Advisor
Dec 10, 2025
MarketBeatNatixis Advisors LLC Trims Position in LPL Financial Holdings Inc. $LPLA
11 hours ago
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
$80k – $120k
per year
More jobs at LPL Financial
Similar Jobs
Financial Advisor
sanfranciscofcu
Financial Advisor - Reliant Credit Union
Direct Staffing Inc
Financial Solutions Advisor- San Francisco Area
Merrill Lynch
Café Ambassador - Union Square San Francisco
Capital One
Branch Float Assistant Manager - Golden Gate
sanfranciscofcu
Deposit Process Specialist - CHROME Federal Credit Union
chromefcu