Financial Advisor - DFCU Financial jobs in United States
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LPL Financial · 8 hours ago

Financial Advisor - DFCU Financial

positionWinter Park, FL
timeFull-time
remoteOnsite
seniorityMid Level
money$72K/yr - $80K/yr
date3+ years exp

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. The role of Financial Advisor at DFCU Financial involves supporting clients in their financial goals and growing one's own business with the tools and resources provided by LPL Financial.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Build a strong client base with the Bank’s exceptional referral system
Find new clients via the bank’s client base
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the bank’s reputation and community standing

Qualification

Series 7Series 66Insurance licenseInvestment sales experience

Required

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Benefits

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

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

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
Investor's Business Daily
LPL Financial Stock Is Near A Record High. It Advises The Advisors.
2025-12-11
Company data provided by crunchbase