Financial Advisor - 7 17 Credit Union LPL Financial Holdings IncFinancial Advisor - 7 17 Credit UnionAkron, OH$50,000–$75,000 / yearThis employment opportunity at Trustage in Akron, OH would allow you to join the Investment Program at 7 17 Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to 7 17 Credit Union for financial solutions.
Financial Advisor - OakStar Bank LPL Financial Holdings IncFinancial Advisor - OakStar BankJoplin, MO$45,000–$90,000 / yearThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client 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 bank's reputation and community standing. Your partnership includes: • 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.
Sr. Engineer, Contact Center Platform Stability & Production Support LPL Financial Holdings IncSr. Engineer, Contact Center Platform Stability & Production SupportFort Mill, SC$106,100–$176,900 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Engineer II, Quality Analytics & Platform Insights LPL Financial Holdings IncEngineer II, Quality Analytics & Platform InsightsFort Mill, SC$42.40–$70.67 / hourThis position partners closely with Contact Channel Management, Agent Experience, Platform Engineering, Operations, and Servicing Technology teams to transform customer interaction data, quality metrics, operational reporting, and platform telemetry into meaningful insights that improve advisor experiences, strengthen compliance outcomes, increase operational efficiency, and support informed business decisions. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Wealth Advisor - Delta Community Credit Union LPL Financial Holdings IncWealth Advisor - Delta Community Credit UnionPeachtree City, GAThis position will offer: • The ability to build a strong client base with the credit unions 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 unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing As a Wealth Advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Required Minimum Qualifications: • Bachelors Degree in Business, Finance, Mathematics, or related field • 5+ years experience in wealth management, financial planning or related field • FINRA SIE, Series 7 and 66, Life/Accident/Sickness, Variable Products Insurance Licenses, and Long-Term Care Certification required within 120 days of on-boarding • AIF® designation or be able to acquire it within 12 months of on-boarding • CFP® designation or completed Masters or Doctorate Degree in Finance, Financial Planning or Behavioral Finance and be eligible to sit for the CFP® exam.
Wealth Advisor - 4Front Credit Union LPL Financial Holdings IncWealth Advisor - 4Front Credit UnionTraverse City, MI$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Financial Advisor - CoVantage Credit Union LPL Financial Holdings IncFinancial Advisor - CoVantage Credit UnionWIThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • 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 clients goals.
VPII, Software Engineering Manager & AI Lead - M&A & Partner Integration LPL Financial Holdings IncVPII, Software Engineering Manager & AI Lead - M&A & Partner IntegrationSan Diego, CA$211,356–$352,260 / yearReporting to the SVP, Technology, this leader directs regeneration cycles across scanning, noise filtering, LLM validation, and remediated-code generation; approves noise-filter rules and validator/sampler prompt updates; oversees scan operations across a large repository portfolio; and coordinates engine-to-migration handoffs with DB & App and E2E Quality Engineering leads. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Advisor - Queensborough National Bank & Trust LPL Financial Holdings IncFinancial Advisor - Queensborough National Bank & TrustSavannah, GAThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client 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 bank's reputation and community standing. Your partnership includes: • 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.
Financial Advisor - Summit Credit Union LPL Financial Holdings IncFinancial Advisor - Summit Credit UnionBaraboo, WI$50,000–$75,000 / yearThis employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions.
NewVP, Business Line Strategy - Premium Affiliation LPL Financial Holdings IncVP, Business Line Strategy - Premium AffiliationNew York, NY$159,959–$266,564 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewVP, Business Line Strategy - Premium Affiliation LPL Financial Holdings IncVP, Business Line Strategy - Premium AffiliationCharlotte, NC$159,959–$266,564 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewAVP Institution Marketing - Strategic Partnerships LPL Financial Holdings IncAVP Institution Marketing - Strategic PartnershipsFort Mill, SC$99,910–$166,448 / yearProduct and Service Updates: Manage the partner communications change management process - partnering with internal Product Marketing, Corp Comms, Digital Marketing, and Client Success teams to ensure enterprise partners are proactively informed of upcoming product, technology, and operational changes affecting their advisors. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Wealth Advisor - Jovia Credit Union LPL Financial Holdings IncWealth Advisor - Jovia Credit UnionPlainview, NY$66,300–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewVP, Business Line Strategy - Premium Affiliation LPL Financial Holdings IncVP, Business Line Strategy - Premium AffiliationTempe, AZ$159,959–$266,564 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VPII, Software Engineering Manager & AI Lead - M&A & Partner Integration LPL Financial Holdings IncVPII, Software Engineering Manager & AI Lead - M&A & Partner IntegrationFort Mill, SC$211,356–$352,260 / yearReporting to the SVP, Technology, this leader directs regeneration cycles across scanning, noise filtering, LLM validation, and remediated-code generation; approves noise-filter rules and validator/sampler prompt updates; oversees scan operations across a large repository portfolio; and coordinates engine-to-migration handoffs with DB & App and E2E Quality Engineering leads. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VPII, Software Engineering Manager & AI Lead - M&A & Partner Integration LPL Financial Holdings IncVPII, Software Engineering Manager & AI Lead - M&A & Partner IntegrationAustin, TX$211,356–$352,260 / yearReporting to the SVP, Technology, this leader directs regeneration cycles across scanning, noise filtering, LLM validation, and remediated-code generation; approves noise-filter rules and validator/sampler prompt updates; oversees scan operations across a large repository portfolio; and coordinates engine-to-migration handoffs with DB & App and E2E Quality Engineering leads. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewVP, Business Line Strategy - Premium Affiliation LPL Financial Holdings IncVP, Business Line Strategy - Premium AffiliationSan Diego, CA$159,959–$266,564 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Advisor - CEFCU LPL Financial Holdings IncFinancial Advisor - CEFCUNormal, IL$55,000–$75,000 / yearThe Investment Program at CEFCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This employment opportunity at TruStage located at CEFCU in Normal, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial.
Financial Advisor - Sate Employee CU of Maryland - Baltimore, MD LPL Financial Holdings IncFinancial Advisor - Sate Employee CU of Maryland - Baltimore, MDBaltimore, MD$60,000–$80,000 / yearThis employment opportunity at Sate Employee CU of Maryland in Baltimore, MD would allow you to join the Investment Program at Sate Employee CU of Maryland as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Sate Employee CU of Maryland for financial solutions.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankBerkeley, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankChico, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Chico, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - CEFCU LPL Financial Holdings IncFinancial Advisor - CEFCUDecatur, IL$55,000–$75,000 / yearThe Investment Program at CEFCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This employment opportunity at TruStage located at CEFCU in Decatur, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial.
Senior Financial Representative LPL Financial Holdings IncSenior Financial RepresentativeFort Mill, SCThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Responsibilities: Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
Principal Solution Architect LPL Financial Holdings IncPrincipal Solution ArchitectCharlotte, NC$155,929–$259,882 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Network Engineer LPL Financial Holdings IncSenior Network EngineerCharlotte, NC$41.10–$68.53 / hourLPL Financial is seeking a Senior Network Engineer responsible for the design, engineering, implementation, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Wealth Advisor - Webster Bank LPL Financial Holdings IncWealth Advisor - Webster BankBrooklyn, NY$66,300–$80,000 / yearRequirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankWI$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Monona, WI would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Senior Engineer, Network LPL Financial Holdings IncSenior Engineer, NetworkCharlotte, NC$41.10–$68.53 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. LPL Financial is seeking a Senior Network Engineer responsible for the engineering, deployment, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure.
Senior Network Engineer LPL Financial Holdings IncSenior Network EngineerSan Diego, CA$41.10–$68.53 / hourLPL Financial is seeking a Senior Network Engineer responsible for the design, engineering, implementation, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Principal Solution Architect LPL Financial Holdings IncPrincipal Solution ArchitectFort Mill, SC$155,929–$259,882 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankBakersfield, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Bakersfield, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals [IF APPLICABLE].
AVP, People Integration Partner LPL Financial Holdings IncAVP, People Integration PartnerFort Mill, SC$99,189–$165,315 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Senior Network Engineer LPL Financial Holdings IncSenior Network EngineerAustin, TX$41.10–$68.53 / hourLPL Financial is seeking a Senior Network Engineer responsible for the design, engineering, implementation, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Wealth Advisor - America First Credit Union LPL Financial Holdings IncWealth Advisor - America First Credit UnionSt. George, UT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
AVP, Cloud Delivery Architect LPL Financial Holdings IncAVP, Cloud Delivery ArchitectAustin, TX$123,497–$205,897 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Network Engineer LPL Financial Holdings IncSenior Network EngineerFort Mill, SC$41.10–$68.53 / hourLPL Financial is seeking a Senior Network Engineer responsible for the design, engineering, implementation, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Financial Advisor - Premier America Credit Union LPL Financial Holdings IncFinancial Advisor - Premier America Credit UnionHouston, TXThis employment opportunity at TruStage located at Premier America Credit Union in Houston, TX would allow you to join Premier America Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Premier America Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
AVP- SQL Server Database Administrator LPL Financial Holdings IncAVP- SQL Server Database AdministratorFort Mill, SC$113,712–$189,520 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Advisor - First City Credit Union LPL Financial Holdings IncFinancial Advisor - First City Credit UnionPasadena, CAThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Associate Advisor - Boeing Employee Credit Union LPL Financial Holdings IncAssociate Advisor - Boeing Employee Credit UnionEverett, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Everett, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSchaumburg, IL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Associate Wealth Advisor - Salal Credit Union LPL Financial Holdings IncAssociate Wealth Advisor - Salal Credit UnionTukwila, WAQualifications: • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills • Strong time management with competing priorities • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners • Ability to analyze and research information with a logical approach to problem solving • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint • 3 years of experience in client service, within the finance sector preferred • Bachelors degree or equivalent in Finance or Business Administration preferred. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-clients needs.
Senior Engineer, Network LPL Financial Holdings IncSenior Engineer, NetworkFort Mill, SC$41.10–$68.53 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. LPL Financial is seeking a Senior Network Engineer responsible for the engineering, deployment, and operational support of Local Area Networks (LAN), Wide Area Networks (WAN), and branch office networking environments within a hybrid data center and cloud infrastructure.
AVP, Data Services - Lead Data Engineer LPL Financial Holdings IncAVP, Data Services - Lead Data EngineerFort Mill, SC$119,068–$198,378 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewSr. Success Operations Analyst LPL Financial Holdings IncSr. Success Operations AnalystNV$72,100–$120,201 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewSr. Success Operations Analyst LPL Financial Holdings IncSr. Success Operations AnalystOK$72,100–$120,201 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewSr. Success Operations Analyst LPL Financial Holdings IncSr. Success Operations AnalystMO$72,100–$120,201 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewDigital Manager, Service Center LPL Financial Holdings IncDigital Manager, Service CenterCharlotte, NC$66,744–$111,240 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewVP, Structured Products and Capital Markets - Head of Origination LPL Financial Holdings IncVP, Structured Products and Capital Markets - Head of OriginationBoston, MA$144,612–$241,020 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.