Financial Representative
LPL Financial
About this role
LPL Financial is hiring a Wealth Advisor Group member to provide investment solutions to clients by delivering financial advice over the phone in a team-based call center environment. The role involves helping clients meet their investment goals, handling transactions, and supporting other departments with client interactions.
Skills
About LPL Financial
lpl.comIndustry
Finance
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.
Recent company news
TradingViewWhy LPL Financial (LPLA) Stock Is Trading Lower Today
1 hour ago
LPL FinancialLPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth
1 week ago
Stock TitanTwo Wyoming advisors take $600M practice independent with LPL
8 hours ago
LPL FinancialFind an LPL Financial Advisor
Dec 10, 2025
MarketBeatNatixis Advisors LLC Trims Position in LPL Financial Holdings Inc. $LPLA
11 hours ago
About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$68k – $113k
per year
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