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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

3 months ago

3.5 on Glassdoor

Newport Beach, CA

Hybrid

Full Time

Junior

0 applicants

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About this role

The Advisor Licensing Program at LPL Financial provides comprehensive training and coaching to help aspiring financial advisors obtain necessary FINRA licenses and master wealth management fundamentals. Upon successful licensure, graduates transition to Associate Financial Advisor roles to support a growing client base with investment solutions and financial planning. This position focuses on client relationship management, consultative selling, and operational compliance within a collaborative, fast-paced environment.

Responsibilities

Achieve FINRA licensing milestones including SIE, Series 7, and Series 66
Develop client financial goals through comprehensive investment planning
Manage daily client communications and maintain account compliance
Execute consultative sales to grow asset investments and wallet share
Assess and mitigate financial risk through regular book analysis

Skills

Qualifications

Bachelor's degreeSIEFINRA Series 7FINRA Series 66

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.