Financial Representative
LPL Financial(1 month ago)
About this role
The Wealth Advisors Group at LPL Financial provides investment solutions to mass affluent investors, working in a team-based call center environment. Advisors engage with clients via phone to assess their immediate and long-term investment needs, helping them design tailored financial solutions while managing a significant client base.
Required Skills
- Client Experience
- Financial Advice
- Investment Solutions
- Team Collaboration
- Relationship Management
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65 or 66
About LPL Financial
lpl.comA 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.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
Financial Planner - Medicine Hat
TD Bank Group(25 days ago)
Financial Planner - Yorkton
TD Bank Group(4 months ago)
Financial Planner - Garden City
TD Bank Group(13 days ago)
Financial Planner - Calgary Trail
TD Bank Group(13 days ago)
Financial Planner - Calgary Memorial/ Forest Lawn
TD Bank Group(3 months ago)
Centralized Financial Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(24 days ago)