Financial Advisor - Hanscom Federal Credit Union jobs in United States
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LPL Financial · 9 hours ago

Financial Advisor - Hanscom Federal Credit Union

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This position at Hanscom Federal Credit Union in Chestertown, MD allows you to grow your career as a Financial Advisor, helping clients achieve their financial goals and building a strong client base through the credit union’s referral system.

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
Leverage resources and expertise across the firm to create client solutions

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

Eligible to earn sales incentive compensation

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.

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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Company data provided by crunchbase