Senior Financial Representative
LPL Financial(1 month ago)
About this role
The Wealth Advisor (Advisor, Wealth Advisor Group) provides investment and financial guidance to mass-affluent employees primarily via phone and virtual channels. The role supports a large maintained book of clients and operates within a team-focused environment emphasizing career development and a best-in-class client experience. Advisors contribute to holistic financial planning and help clients pursue long-term financial goals.
Required Skills
- Customer Service
- Financial Planning
- Investment Solutions
- Consultative Sales
- Risk Mitigation
- Relationship Management
- Compliance
- Communication
- Microsoft Office
- Call Center
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
- Series 66
- CFP
- Life & Health
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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