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Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

2 months ago

3.5 on Glassdoor

Austin, Texas, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Advisor joins LPL Financial's Wealth Advisors Group to provide investment solutions and financial advice to mass affluent clients via phone and virtual channels. The role involves conducting client reviews, handling transactions, preparing reports, and identifying sales and retention opportunities while delivering high‑touch, professional service in a call‑center environment.

Responsibilities

Deliver financial advice and conduct client reviews over the phone
Handle client transactions and service requests
Identify new sales and asset retention opportunities

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.