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Associate Financial Representative at LPL Financial - ApplyBlast

Associate Financial Representative

LPL Financial

3 days ago

3.5 on Glassdoor

Denver, Colorado, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Advisors Group at LPL Financial seeks an Associate Financial Representative to provide investment solutions and financial advice to mass affluent investors via phone. This role involves examining client needs, designing tailored financial solutions, and growing the client book within a collaborative, team-based call center environment. The ideal candidate is success-driven, client-focused, and committed to delivering high-touch professional service.

Responsibilities

Deliver financial advice and conduct client reviews over the phone
Handle client transactions and execute customer service requests
Research and resolve advisor and client issues

Skills

Qualifications

Series 7Series 63Series 65Series 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.