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Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

3 months ago

3.5 on Glassdoor

Houston, Texas, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Advisor provides investment advice and guidance to mass affluent clients via inbound and outbound phone calls, handling transactions, preparing reports, and identifying sales and retention opportunities. The role operates in a team‑based call center environment, supporting clients and internal advisors while maintaining compliance with industry policies.

Responsibilities

Deliver financial advice and conduct client reviews over the phone
Handle and execute client transactions and service requests
Prepare client reports and proposals
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

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.