Financial Advisor - Redwood Credit Union jobs in United States
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LPL Financial · 7 hours ago

Financial Advisor - Redwood Credit Union

positionMill Valley, CA
timeFull-time
remoteOnsite
seniorityMid Level
money$69K/yr - $69K/yr
date3+ years exp

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This role as a Financial Advisor at Redwood Credit Union involves servicing existing clients, building a client base, and creating tailored financial solutions to support the community's financial goals.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union’s exceptional referral system
Several branch territories with 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

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

Sales incentive compensation

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

thefly.com
LPL Financial appoints Ilan Davidovici as EVP, corporate strategy
2026-01-13
GlobeNewswire
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy
2026-01-12
Investment News
Advisor moves: $660M UBS team joins RBC in West Coast
2026-01-11
Company data provided by crunchbase