Security Federal Savings Bank
A Wealth Advisor at Security Federal Savings Bank, affiliated with LPL Financial, serves as a dedicated representative to deliver non-deposit investment products and services to branch customers. The role involves providing advice-based financial solutions, soliciting new investments, and building strong partnerships with retail branch managers. This on-site position requires meeting sales goals while maintaining compliance with regulatory requirements and delivering high-quality customer service.
We have been a secure community bank since we opened in 1934. Today, we remain an innovative, profitable mutual bank in Indiana with seven branch locations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Security Federal Savings Bank.
Security Federal Savings Bank didn’t post a salary, so this is our estimate from similar listings.
23% above the average for this role