Financial Wellness Advice Leader
LPL Financial
About this role
LPL Financial is seeking a Financial Wellness Advice Leader to oversee a team of advisors providing holistic financial guidance to employees. The role focuses on managing operations, coaching, ensuring service quality, and fostering a culture of excellence and continuous improvement within the team.
Skills
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.
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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
$94k – $157k
per year