Investment Representative - Redwood Credit Union
LPL Financial
About this role
An Investment Representative associated with LPL Financial based at Redwood Credit Union in Napa, CA. The role is part of the credit union’s Investment Program and supports delivery of investment products and services to credit union members. The position leverages LPL’s platform and the credit union’s community presence to grow the investment business.
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
$80k – $105k
per year
More jobs at LPL Financial
Similar Jobs
Investment Representative (Bilingual Preferred)
Redwood Credit Union
Investment Representative
Redwood Credit Union
Bilingual Member Service Associate (Teller)
Redwood Credit Union
Member Service Representative (Full-Time, Permanent) Selkirk
Access Credit Union
Member Service Support Representative (Permanent, Part-Time) Altona
Access Credit Union
Investment Coordinator
Redwood Credit Union