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Senior Financial Representative at LPL Financial - ApplyBlast

Senior Financial Representative

LPL Financial

3 months ago

3.5 on Glassdoor

Newport Beach, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Senior Financial Representative in the Wealth Advisors Group provides investment solutions and holistic financial planning for mass affluent clients virtually and over the phone. The role involves maintaining a large book of 120,000+ clients, performing consultative sales, and delivering best-in-class service experiences. Advisors collaborate across departments to mitigate risk, analyze client data, and implement tailored financial strategies while meeting growth metrics.

Responsibilities

Maintain and grow a portfolio of 120,000+ mass affluent clients
Develop and implement tailored investment solutions for client goals
Execute consultative sales to deepen client relationships
Analyze client data to assess and mitigate financial risks
Coordinate interdepartmental efforts to enhance client experience

Skills

Qualifications

Bachelor's degreeSeries 7 LicenseSeries 63 LicenseSeries 65 or Series 66 License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A 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.