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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

6 days ago

3.5 on Glassdoor

Oak Brook, Illinois, United States

Onsite

Full Time

Trainee

0 applicants

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About this role

The Advisor Licensing Program provides aspiring Financial Advisors with foundational skills in wealth management, including client relationship management, financial planning, and investment solutions. This 6-month program offers comprehensive training on LPL’s systems, tutoring for FINRA licenses, and coaching to prepare participants for a role as an Associate Financial Advisor. The position focuses on supporting a growing book of clients, designing investment solutions, and driving business growth through consultative sales and proactive outreach.

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 operational compliance of the book

Skills

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.