LPL Financial · 1 day ago
Financial Advisor - Allegacy Federal Credit Union
Winston-Salem, NC
Full-time
Onsite
Mid, Senior Level
$45K/yr - $75K/yr
3+ years expLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This position at Allegacy Federal Credit Union allows you to join the Investment Program as a Financial Advisor, helping members in every stage of their financial life.
FinanceFinancial Services
Responsibilities
Service an existing book of business upon hire [IF APPLICABLE]
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
Required
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Benefits
Eligible to earn sales incentive compensation
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
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase