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Lpl Financial

Wealth Advisor - Educational Employees Credit Union

Friscoonsite$59K – $70K

Posted 1w ago · via Workday

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About this role

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Educational Employees Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. EECU's mission is to serve with understanding, earn trust through our integrity, inspire confidence by our knowledge, and work passionately for customer, community, and company success. This role will require the employee to work on-site at a local branch . 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.…

Read the full description on Lpl Financial's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Frisco. We weight your proximity and willingness to relocate.

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