Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a ... Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ...
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a ... Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ...
Financial Advisor - Utah Community Credit Union
Salt Lake City, UT · On-site
$70K - $175K/yr
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a ... Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ...
Financial Advisor - Utah Community Credit Union
Salt Lake City, UT · On-site
$70K - $175K/yr
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a ... Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
Lpl Financial Advisor information
See Utah salary details
$32.8K - $41.7K
3% of jobs
$41.7K - $50.6K
3% of jobs
$50.6K - $59.6K
10% of jobs
$59.6K - $68.5K
9% of jobs
$68.7K is the 25th percentile. Wages below this are outliers.
$68.5K - $77.5K
11% of jobs
$77.5K - $86.4K
8% of jobs
The median wage is $92.2K / yr.
$86.4K - $95.3K
11% of jobs
$95.3K - $104.3K
10% of jobs
$104.3K - $113.2K
10% of jobs
$115.5K is the 75th percentile. Wages above this are outliers.
$113.2K - $122.2K
8% of jobs
$122.2K - $131.1K
19% of jobs
$32.8K
$93K
$131.1K
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What is the difference between Lpl Financial Advisor vs Financial Planner?
| Aspect | Lpl Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 7, Series 66, or 63, and possibly CFP | CFP, ChFC, or other financial planning credentials |
| Work Environment | Financial firms, banks, or independent practices | Independent or firm-based financial planning firms |
| Primary Focus | Investment management, client advising, sales | Comprehensive 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.
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$70K - $175K/yr
Full-time
Re-posted 20 days ago
LPL Financial rating
7.2
Based on 74 frontline employees who took The Breakroom Quiz
129th of 154 rated financial services
Job description
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Utah Community Credit Union in Salt Lake City, UT would allow you to join Utah Community Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Utah Community 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.
This exciting position will allow you to grow your career and business, helping the people and families that look to Utah Community Credit Union for financial solutions. This position will offer:
- The ability to service an existing book of business upon hire
- The ability to build a strong client base with the credit union's exceptional referral system
- Several branch territories with 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 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
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
- Three or more years of investment sales experience
Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, 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, Utah Community Credit Union.
Tracking # 1-05026674
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989