Financial Advisor - Consumers Credit Union jobs in United States
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LPL Financial · 3 months ago

Financial Advisor - Consumers Credit Union

positionMarshall, MI
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

LPL Financial partners with credit unions to provide comprehensive financial services, and they are seeking a Financial Advisor to join the Investment Program at Consumers Credit Union in Marshall, MI. This role involves building a client base, creating tailored financial solutions, and leveraging the credit union’s resources and reputation to support members in achieving their financial goals.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Build a strong client base with the credit union’s exceptional referral system
Find new clients via the credit union’s member base
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the credit union’s reputation and community standing

Qualification

Series 7 licenseSeries 66 licenseInsurance licenseInvestment sales experienceClient relationship management

Required

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

Benefits

Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-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

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

Investment News
Advisor moves: $660M UBS team joins RBC in West Coast
2026-01-11
GlobeNewswire
LPL Financial Welcomes Rand, Williams & Associates, LLC
2026-01-09
GlobeNewswire
Somesh Khanna Elected to LPL Financial Board of Directors
2026-01-09
Company data provided by crunchbase