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Advisor Licensing Program at LPL Financial - ApplyBlast

Advisor Licensing Program

LPL Financial

20 hours 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 6-month training initiative for aspiring Financial Advisors at LPL Financial, providing foundational skills in wealth management, client relationship management, and financial planning. Participants receive comprehensive training on LPL's systems, tutoring for FINRA licenses (Series 7 & 66), and coaching from leadership. Upon completion, graduates transition into Associate Financial Advisor roles supporting a growing client book.

Responsibilities

Pass SIE, Series 7, and Series 66 licensing exams within 180 days
Provide comprehensive financial planning and investment solutions to clients
Manage client relationships and maintain operational compliance of client book

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.