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 both virtually and over the phone. This role involves examining clients' immediate and long-term investment needs and designing solutions that align with their financial goals, all while maintaining relationships with a large client base.
Required Skills
- Customer Service
- Financial Planning
- Investment Solutions
- Consultative Sales
- Risk Mitigation
Qualifications
- Bachelor’s degree or equivalent working experience
- 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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