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Associate Financial Representative at LPL Financial - ApplyBlast

Associate Financial Representative

LPL Financial

3 days ago

3.5 on Glassdoor

Oak Brook, Illinois, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate Financial Representative at LPL Financial provides investment advice and guidance to mass affluent investors through a team-based call center environment. The role involves conducting client reviews, designing financial solutions, and supporting advisors to help clients achieve their financial goals. This position requires strong collaboration, integrity, and a drive to help clients succeed in a fast-paced setting.

Responsibilities

Deliver financial advice and conduct client reviews over the phone
Handle client transactions and execute customer service requests
Identify new sales and asset retention opportunities

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.