Senior Financial Representative
LPL Financial(27 days ago)
About this role
The Advisor in the Wealth Advisor Group provides investment guidance and holistic financial planning to mass-affluent clients primarily via phone and virtual channels. The role supports a large book of clients and contributes to a team-focused environment that emphasizes career development and delivering an excellent client experience.
Required Skills
- Customer Service
- Financial Planning
- Investment Products
- 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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