Associate Wealth Advisor – Delta Community Credit Union jobs in United States
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LPL Financial · 6 hours ago

Associate Wealth Advisor – Delta Community Credit Union

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityMid Level
money$76K/yr - $94K/yr
date3+ years exp

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This position as an Associate Wealth Advisor at Delta Community Credit Union allows you to build a strong client base and provide tailored financial solutions to members.

FinanceFinancial Services

Responsibilities

The ability to build a strong client base with the credit union’s exceptional referral system
Several branch territories with a significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union’s member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL’s combination of tools, technology, and support
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union’s reputation and community standing
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

Qualification

Series 7Series 66Insurance licenseInvestment sales experience

Required

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

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

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
LPL, Ameriprise report online attacks on clients’ accounts, data to Maine
2026-01-16
GlobeNewswire
LPL Financial Welcomes Oak Bridge Financial, LLC
2026-01-16
Investment News
Advisor moves: $670M Baird team bolts to RBC in Texas
2026-01-16
Company data provided by crunchbase