LPL Financial

Financial Advisor - TeamOne Credit Union

LPL Financial

3 days ago
Saginaw, MI
Onsite
Full Time
Medior
0 applicants
LPL Financial
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About this role

A Financial Advisor at TeamOne Credit Union partners with LPL Financial to provide financial services to members. The role involves helping clients achieve their financial goals, building a client base, and offering personalized investment solutions.

Skills

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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