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© All Rights Reserved. ApplyBlast.com
LPL Financial
The Senior Financial Representative serves as a corporate employee advisor within the Wealth Advisors Group, providing investment solutions to mass affluent investors via phone and virtual channels. This role involves maintaining a large client book, conducting financial planning, executing consultative sales, and ensuring compliance while collaborating across departments to deliver a holistic client experience.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for LPL Financial.
21% below the average for this role
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