Financial Advisor – OneAZ Credit Union jobs in United States
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LPL Financial · 2 days 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, providing a complete menu of financial services to their clients. The Financial Advisor role at OneAZ Credit Union in Flagstaff, AZ focuses on helping members achieve their financial goals while leveraging the credit union's referral system and resources.

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 to 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 client solutions with resources and expertise across the firm

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
Chief Executive Officer
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

EIN Presswire
Commissioner Brown Secures Over $160,000 in Restitution for Harmed Montana Investors Subject to Unreasonable Brokerage Commissions
2026-01-03
MarketScreener
LPL Financial Reports Monthly Activity for November 2025
2025-12-16
Zawya.com
Powell bets big on productivity boost rescuing boxed-in Fed: McGeever
2025-12-12
Company data provided by crunchbase