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Investment Advisor — Open-Architecture Platform & Growth

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-08-14
Job specializations:
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 105000 USD Yearly USD 80000.00 105000.00 YEAR
Job Description & How to Apply Below

Redwood Credit Union in Napa, CA is seeking an Investment Representative affiliated with LPL Financial. This role allows you to service an existing book of business while building a strong client base through the credit union's referral system.

You will have access to LPL's platform, products, and support to create tailored solutions for clients' financial needs as they pursue their goals.

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