Financial Representative
LPL Financial(1 month ago)
About this role
At LPL Financial, the Wealth Advisors Group empowers professionals to deliver investment solutions to mass affluent clients both virtually and over the phone. The advisors assess clients' investment needs to design tailored solutions, all in a team-based call center environment that prioritizes high-quality client service.
Required Skills
- Client Experience
- Financial Services
- Investment Solutions
- Communication Skills
- Team Collaboration
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
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.
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