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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

18 days ago

3.5 on Glassdoor

San Francisco, California, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor position at San Francisco Federal Credit Union, associated with LPL Financial, involves building a strong client base and providing comprehensive financial solutions to support clients at every stage of their financial life. The role leverages the bank's referral system and client base to grow a business while utilizing LPL's technology and open architecture platform. This opportunity allows advisors to create tailored solutions without proprietary products and capitalize on the institution's community reputation.

Responsibilities

Build a strong client base with the Bank’s exceptional referral system
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support

Skills

Qualifications

Series 7Series 66Series 63Series 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.