Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union
LPL Financial
About this role
A Financial Advisor at TruStage Wealth Management Consulting Services partners with LPL Financial to provide comprehensive financial services to clients. The role involves leveraging a bank’s referral system to build and support a strong client base while developing custom financial solutions without proprietary products. Advisors benefit from access to technology and resources that facilitate client relationship management and business growth.
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
$60k – $80k
per year
More jobs at LPL Financial
Similar Jobs
Financial Advisor Coordinator - (717 Credit Union - Warren Branch)
TruStage
Financial Coordinator - Summit Credit Union (Waunakee office)
TruStage
Financial Advisor - PNC Wealth Management
PNC Bank
Financial Advisor
Commerce Bank
Financial Advisor
Commerce Bank
Financial Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site
TruStage