Senior Financial Representative
LPL Financial(1 month ago)
About this role
The Advisor of the Wealth Advisor Group at LPL Financial provides investment solutions to mass affluent investors through virtual and phone interactions. This role involves maintaining a substantial client book, examining clients' investment needs, and designing tailored solutions to meet their financial goals in a competitive, team-focused environment.
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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