Senior Financial Representative
LPL Financial(2 months 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 is focused on maintaining a large client base, understanding clients' investment needs, and designing solutions to help them achieve their financial goals, all within a collaborative and competitive team environment.
Required Skills
- Customer Service
- Financial Planning
- Investment Solutions
- Consultative Sales
- Risk Mitigation
Qualifications
- Bachelor’s Degree
- Series 7
- Series 63
- Series 65
- 2+ Years of Experience
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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