ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

4 months ago

3.5 on Glassdoor

Charlotte

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A Training Representative at LPL Financial provides foundational skills and training to aspiring Financial Advisors, preparing them for licensure and their role as Associates. The position involves working within a corporate group to support mass affluent investors through detailed financial planning, investment solution design, and consultative sales. Participants complete a comprehensive 6-month program covering client relationship management, operational functions, and FINRA licensing requirements before graduating to support the firm's growing client book.

Responsibilities

Pass SIE, Series 7, and Series 66 licensure examinations within 120 days
Develop and implement personalized financial plans for mass affluent investors
Manage client relationships through proactive outreach and transaction support
Analyze client data to mitigate risk and ensure regulatory compliance
Position investment solutions to consolidate assets and deepen client engagement

Skills

Qualifications

Bachelor's DegreeSIE LicenseSeries 7 LicenseSeries 66 License

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.