Financial Representative
LPL Financial(1 month ago)
About this role
At LPL Financial, Wealth Advisors Group provides investment solutions to mass affluent investors through virtual and phone interactions. Advisors assess clients' financial needs to design tailored solutions while growing a substantial client base in a team-based call center environment.
Required Skills
- Client Service
- Financial Advising
- Sales
- Team Collaboration
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65 or 66 License
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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