Associate Financial Advisor – Virtual Wealth Solutions

lplfinancial; Fort Mill (SC); On-site; USD 68,000 - 113,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Wealth Advisors Group professional to deliver investment guidance by phone and via inbound/outbound calls. You will assess clients' immediate and long-term needs, design suitable solutions, and help grow the advisory book in a team-based call center.

The ideal candidate holds Series 7, Series 63/65 or 66, a Bachelor's degree or equivalent, and at least one year of direct client experience in financial services. Excellent communication and service ethic are essential.

Qualifications

• Bachelor's Degree or equivalent working experience.
• Series 7 license.
• Series 63/65 or 66 license.
• 1+ years direct client experience within the financial services industry.

Responsibilities

• Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities.
• Handling and executing client transactions and general customer service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors in their understanding of the program.
• Actively participate in customer service training and other training to remain current with policies and procedures.
• Provide regular feedback to the Management team to improve advisor experience and operational efficiencies.

Skills

Series 7 license

Series 63/65 or 66

Client service

Communication

Education

Bachelor's degree or equivalent working experience

Job description

LPL Financial is seeking a Wealth Advisors Group professional to deliver investment guidance by phone and via inbound/outbound calls. You will assess clients' immediate and long-term needs, design suitable solutions, and help grow the advisory book in a team-based call center.

The ideal candidate holds Series 7, Series 63/65 or 66, a Bachelor's degree or equivalent, and at least one year of direct client experience in financial services. Excellent communication and service ethic are essential.