Compensation
$70,305/yr
LPL Financial is seeking a Wealth Advisor to join Nuvision Federal Credit Union in Walnut Creek, CA. The role involves delivering non-deposit investment products and services, providing financial solutions, and building partnerships with branch managers. Responsibilities include utilizing a consultative approach, meeting sales goals, and ensuring compliance with regulations.
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financial servicesSan Diego, CA, US5001-10000
LPL Financial is a Fortune 500 firm and an independent broker-dealer supporting financial advisors and their clients. Its purpose is to empower financial advisors to deliver personalized advice by providing solutions, customer service, and technology. The company’s technology work includes designing, building, and delivering fintech solutions that impact clients’ financial futures. LPL offers competitive compensation, benefits, and recognition programs, and describes its compensation strategy as market-informed, business driven, and transparent.
Who they serve
LPL Financial supports financial advisors and their clients.