Senior Financial Representative
LPL Financial
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.
Skills
Qualifications
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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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
$90k – $150k
per year