Financial Advisor – OneAZ Credit Union jobs in United States
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LPL Financial · 1 day ago

Financial Advisor – OneAZ Credit Union

positionFlagstaff, AZ
timeFull-time
remoteOnsite
seniorityMid Level
money$48K/yr - $200K/yr
date3+ years exp

LPL Financial partners with credit unions to provide financial services, and they are seeking a Financial Advisor for OneAZ Credit Union. This role involves building a client base, offering tailored financial solutions, and leveraging the credit union's resources to support members in their financial journey.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
Access proprietary technology and a suite of customized services
Utilize an open architecture platform with access to thousands of investment products from leading third-party product sponsors
Create solutions specific to your client’s goals

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

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

Pulse 2.0
LPL Partners With Wealth.com To Expand Estate Planning Access For 32,000+ Advisors
2026-01-25
Investment News
Commonwealth loses 653 advisors after LPL deal, retention stands around 77%
2026-01-23
Investment News
Advisor moves: LPL, Raymond James, TritonPoint Partners add to their advisory teams
2026-01-23
Company data provided by crunchbase