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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

1 month ago

3.5 on Glassdoor

Austin, Texas, United States

Onsite

Full Time

Trainee

0 applicants

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About this role

The Advisor Licensing Program is a six-month training initiative designed to equip aspiring Financial Advisors with foundational skills in wealth management, including client relationship management, financial planning, and investment solutions. Participants receive comprehensive training on LPL's systems, tutoring for FINRA licenses, and coaching to graduate as an Associate Financial Advisor. The role involves supporting a growing book of clients, examining investment needs, and helping design solutions to meet individual financial goals.

Responsibilities

Pass SIE, Series 7, and Series 66 licensing exams within 120 days
Provide comprehensive financial planning and investment solutions to clients
Manage client relationships and maintain a book of 120,000+ clients

Skills

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.