Wealth Advisor - America First Credit Union
LPL Financial
About this role
A Wealth Advisor at America First Credit Union, affiliated with LPL Financial, serves as a dedicated representative at specific branches, delivering Non-Deposit Investment Products and services tailored to branch customers. This role requires building strong partnerships with branch managers and providing comprehensive financial solutions to meet each client's individualized needs.
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.
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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
$59k – $70k
per year