Senior Financial Representative
LPL Financial(10 days ago)
About this role
The Wealth Advisor Group at LPL Financial consists of corporate employee advisors who provide investment solutions to mass affluent investors via virtual and phone channels. They manage a large client base by offering financial planning, investment advice, and maintaining client relationships, within a collaborative and dynamic team environment.
Required Skills
- Financial Planning
- Investment Solutions
- Customer Service
- Client Management
- Financial Markets
- Compliance
- Risk Management
- Call Center
- Data Analysis
- Microsoft Office
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.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
Financial Advisor- Centralized
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
Advisor Professional Development Program (APDP)
KeyBank(1 month ago)
Financial Advisor - Shrewsbury, MA
TD Bank Group(1 month ago)
Advisor Professional Development Program (APDP)
KeyBank(1 month ago)
Financial Advisor - Borough Park/Brooklyn, NY
TD Bank Group(1 month ago)
Private Client Advisor
KeyBank(12 days ago)