LPL Financial

Wealth Advisor - Delta Community Credit Union

LPL Financial

14 days ago
Remote
Full Time
Senior
0 applicants
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LPL Financial
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About this role

A Wealth Advisor at Delta Community Credit Union partners with LPL Financial to provide financial services to credit union clients. The role involves helping members at every stage of their financial life and creating tailored solutions without proprietary products.

Skills

Qualifications

Bachelor’s Degree in Business, Finance, Mathematics, or related fieldFINRA SIE, Series 7 and 66, Life/Accident/Sickness, Variable Products Insurance LicensesLong-Term Care CertificationAIF® designationCFP® designation
LPL Financial

About LPL Financial

lpl.com

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.

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

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