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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

4 months ago

3.5 on Glassdoor

Hybrid

Full Time

Junior

0 applicants

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About this role

LPL Financial seeks a Training Representative for its Advisor Licensing Program to support aspiring Financial Advisors through comprehensive training, licensure preparation, and client relationship development. The role involves immersive learning in financial planning, investment solutions, and consultative selling while assisting potential advisors in obtaining necessary FINRA licenses. Graduates of the program join the Wealth Advisor Group to serve mass affluent clients virtually and over the phone.

Responsibilities

Train aspiring financial advisors on wealth management fundamentals and systems
Guide participants through obtaining SIE, Series 7, and Series 66 licenses
Support client relationship maintenance and operational compliance
Assist in developing tailored investment solutions for diverse client needs
Collaborate with leadership to ensure successful program graduation

Skills

Qualifications

Bachelor's degreeSIE License (preferred)

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.