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Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

3 months ago

3.5 on Glassdoor

Richmond, Virginia, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Advisor in LPL Financial's Wealth Advisors Group provides investment advice and guidance to mass affluent clients via inbound and outbound phone calls. The role involves delivering financial reviews, handling transactions, preparing client reports, and identifying sales and asset retention opportunities while maintaining high‑touch, professional service.

Responsibilities

Deliver financial advice and conduct reviews with clients over the phone
Handle client transactions and general customer service requests
Prepare client reports and proposals as required
Identify new sales and asset retention opportunities
Research and resolve advisor and client issues

Skills

Qualifications

Bachelor's DegreeSeries 7Series 63Series 65Series 66

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.