LPL Financial
The Wealth Advisor at EastRise Credit Union provides comprehensive, needs-based financial solutions and Non-Deposit Investment Products to clients through a consultative, advice-based approach. This on-site role involves building strong partnerships with branch staff, meeting sales goals, and ensuring regulatory compliance while delivering exceptional customer service. The position requires a client-focused professional who thrives in a fast-paced environment and drives continuous improvement.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
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.
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 LPL Financial.
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Dec 10, 2025