LPL Financial · 9 hours ago
Financial Advisor - DuTrac Credit Union
Dubuque, IA
Full-time
Onsite
Mid Level
3+ years expLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This position allows you to join the Investment Program at DuTrac Credit Union as a Financial Advisor, helping clients at every stage of their financial life.
FinanceFinancial Services
Responsibilities
Take over an existing book of business
Build a strong client base with the Bank’s exceptional referral system
Find new clients via the bank’s client base
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the bank’s reputation and community standing
Qualification
Required
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
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 CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
Investment News
2026-01-22
2026-01-16
Company data provided by crunchbase