Financial Representative
LPL Financial(2 months ago)
About this role
As a Financial Representative at LPL Financial, you will join a well-established team to contribute to client relationships and help clients pursue their financial goals. The role involves utilizing cutting-edge resources, collaborating with colleagues, and engaging with clients to provide exceptional financial planning and investment solutions.
Required Skills
- Customer Service
- Financial Planning
- Investment Solutions
- Consultative Sales
- Risk Mitigation
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.
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