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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

4 days 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 offers aspiring Financial Advisors a comprehensive six-month training to build foundational skills in wealth management, including client relationship management, financial planning, and investment solutions. Participants receive tutoring and support to obtain necessary FINRA licenses and coaching from leadership before graduating to an Associate Financial Advisor role. The position focuses on supporting a growing book of clients, designing tailored investment solutions, and driving business growth through consultative sales.

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 client books

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.