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Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

1 month 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 provides investment solutions and financial advice to mass affluent investors through a team-based call center environment. This role involves conducting client reviews, executing transactions, and identifying new sales opportunities to support a book of 120,000 clients. The position requires a success-driven individual with a client service attitude to deliver high-touch, professional guidance over the phone.

Responsibilities

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

Skills

Qualifications

Series 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.