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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

2 months ago

3.5 on Glassdoor

Marina, California, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor will join Wescom Credit Union's Investment Program in partnership with LPL Financial, building a client base through the credit union’s referral system and member network. The role offers access to proprietary technology, an open architecture platform, and support resources to create tailored financial solutions for members.

Responsibilities

Build and grow a strong client base using referral systems
Provide comprehensive financial advice and create tailored client solutions
Leverage LPL tools and technology to support members' financial goals

Skills

Qualifications

Series 7Series 66Series 63/65Insurance license

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.