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Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

2 months ago

3.5 on Glassdoor

Melville, New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Advisor will provide investment advice and conduct client reviews over the phone in a call‑center environment, handling transactions, preparing reports, and identifying sales and retention opportunities. The role requires strong client service skills, financial licensing, and the ability to collaborate with other departments and independent advisors.

Responsibilities

Deliver financial advice and conduct reviews with clients over the phone
Prepare client reports and proposals as required
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.