LPL Financial

Wealth Advisor - First Commonwealth FCU

LPL Financial

6 days ago
Allentown, PA
Onsite
Full Time
Junior
0 applicants
LPL Financial
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About this role

A Wealth Advisor at First Commonwealth FCU is responsible for providing personalized investment and insurance solutions to branch clients, building strong relationships with the branch staff, and achieving sales goals. The role involves delivering a comprehensive, client-focused financial advising experience on-site at the Allentown, PA location.

Skills

Qualifications

High School DiplomaSeries 7Series 63Series 65 or 66Life Insurance License
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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