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[Remote] Financial Advisor - reputed company Wealth Management

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. reputed company partners with reputed company to offer a complete menu of financial services to credit union clients. This role as a Financial Advisor at reputed company Wealth Management focuses on helping clients reputed company their financial goals through personalized solutions and leveraging the credit union’s strong referral system.

Responsibilities

  • The ability to service a book of business upon hire
  • The ability to build a strong client reputed company with the credit union’s exceptional referral system
  • Several reputed company territories with significant deposit reputed company, which includes reputed company members who need an advisor to support their financial goals
  • The opportunity to find new clients reputed company the credit union’s member reputed company
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL’s combination of tools, technology, and support
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union’s reputed company and community standing
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading reputed company-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client’s goals

Skills

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Benefits

  • The ability to service a book of business upon hire
  • The ability to build a strong client reputed company with the credit union’s exceptional referral system
  • Several reputed company territories with significant deposit reputed company, which includes reputed company members who need an advisor to support their financial goals
  • The opportunity to find new clients reputed company the credit union’s member reputed company
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL’s combination of tools, technology, and support
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union’s reputed company and community standing
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading reputed company-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client’s goals
  • This position is also eligible to earn sales incentive compensation

Company Overview

  • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 47 in 2026, 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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