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Lpl Financial Advisor Jobs (NOW HIRING)

LPL Financial

Associate Financial Advisor

Shelby, MI · Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

LPL Financial

Financial Advisor - Beacon Bank

Syracuse, NY · On-site

$100K - $110K/yr

Bank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment ...

LPL Financial

Financial Advisor - OakStar Bank

Joplin, MO · On-site

$45K - $90K/yr

Financial Advisor - OakStar Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment ...

LPL Financial

Financial Advisor - Beacon Bank

Utica, NY

$100K - $110K/yr

Bank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment ...

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How much do lpl financial advisor jobs pay per year?

As of Jun 8, 2026, the average yearly pay for lpl financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an LPL Financial Advisor, and why are they important?

To thrive as an LPL Financial Advisor, you need strong knowledge of financial planning, investment strategies, and securities regulations, typically supported by a bachelor's degree and FINRA Series 7 and 66 (or 63/65) licenses. Proficiency with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional interpersonal skills, trustworthiness, and proactive communication set top advisors apart in building and maintaining client relationships. These skills ensure advisors can effectively guide clients toward their financial goals while maintaining compliance and fostering long-term trust.

What is the difference between Lpl Financial Advisor vs Financial Planner?

AspectLpl Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63, and possibly CFPCFP, ChFC, or other financial planning credentials
Work EnvironmentFinancial firms, banks, or independent practicesIndependent or firm-based financial planning firms
Primary FocusInvestment management, client advising, salesComprehensive financial planning, estate, and retirement planning

While both roles involve advising clients on financial matters, Lpl Financial Advisors primarily focus on investment products and sales within a financial firm environment. Financial Planners provide holistic financial planning services, including estate and retirement planning, often holding advanced certifications like CFP. The roles overlap in client advising and certifications but differ in scope and daily responsibilities.

What is an LPL Financial Advisor?

An LPL Financial Advisor is a financial professional who is affiliated with LPL Financial, one of the largest independent broker-dealers in the United States. These advisors provide clients with personalized investment advice, retirement planning, portfolio management, and other financial services. Because LPL is an independent firm, its advisors are not tied to proprietary investment products, allowing them to offer a wide range of options tailored to each client's needs. LPL Financial Advisors are typically licensed and regulated, ensuring they meet industry standards for professionalism and ethics.

What are the typical collaboration opportunities for an LPL Financial Advisor within their branch or network?

LPL Financial Advisors often have opportunities to collaborate with other financial professionals within their branch or through the broader LPL network. This collaboration may include joint client meetings, sharing best practices, or working with specialists in areas like estate planning and insurance. Such teamwork can help advisors offer more comprehensive solutions to clients and keep up with regulatory changes. These interactions foster continuous learning and can also enhance client service by pooling expertise and resources.
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Lpl Financial Advisor jobs near you
Associate Financial Advisor

Associate Financial Advisor

LPL Financial

Shelby, MI • Hybrid

Full-time

Posted 29 days ago

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

Associate Financial Advisor - Shelby State Bank

Your career path should lead to real opportunity

LPL Financial offers a complete menu of financial services to bank clients. This employment opportunity located at Shelby State Bank in Shelby, MI would allow you to join Shelby State Bank as an Associate Financial Advisor working with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.

The Investment Program at Shelby State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Shelby State Bank for financial solutions. This position will offer:

  • The opportunity to partner with a top advisor working a portion of their book of business
  • The ability to build a strong client base with the credit union's exceptional referral system
  • 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
  • The opportunity to become a financial advisor in the future

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. 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

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Shelby State Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Shelby State Bank.

Tracking # 1-05026674


Pay Range:40,000-60,000


Pay Range:40,000-60000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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