LPL Financial · 1 month ago
Financial Advisor - Guardian Credit Union
Prattville, AL
Full-time
Onsite
Mid, Senior Level
3+ years expLPL Financial partners with banks to offer a complete menu of financial services. As a Financial Advisor at Guardian Credit Union, you will help clients achieve their financial goals while having access to resources and support to grow your business.
FinanceFinancial Services
Responsibilities
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
Access to proprietary technology and a suite of customized services
Create solutions specific to your client’s goals
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
2026-01-23
2026-01-23
Company data provided by crunchbase