Associate Financial Advisor — Wealth Solutions (Call Center)

LPL Financial; Oak Brook (IL); On-site; USD 68,000 - 113,000; Full time

Job summary

LPL Financial's Wealth Advisors Group (WealthAG) seeks a results‑driven advisor to deliver investment guidance over the phone and via inbound/outbound calls, design tailored solutions, and help grow a client base of approximately 120,000. This team‑based call center environment emphasizes service quality, collaboration, and ongoing training.

The role requires a bachelor’s degree, Series 7, Series 63/65 or 66, and 1+ year of direct client experience in financial services; strong communication and

Qualifications

• Bachelor's Degree or equivalent working experience.
• Series 7 license.
• Series 63 and 65, or 66 license.
• 1+ year of direct client experience within financial services.

Responsibilities

• Deliver financial advice and conduct reviews with clients over the phone (inbound/outbound).
• Handle and execute client transactions and general service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent advisors in understanding the program.
• Participate in training to stay current with policies and procedures.
• Provide feedback to management to improve advisor experience and efficiency.
• Communicate policies and procedures clearly.
• Identify new sales and asset retention opportunities.
• Research and resolve advisor and client issues.

Skills

Client service

Communication skills

Relationship management

Call center experience

Tele-sales experience

Education

Bachelor's Degree or equivalent working experience

Tools

Microsoft Office

Web-based applications

PC lookup applications

Job description

LPL Financial's Wealth Advisors Group (WealthAG) seeks a results‑driven advisor to deliver investment guidance over the phone and via inbound/outbound calls, design tailored solutions, and help grow a client base of approximately 120,000. This team‑based call center environment emphasizes service quality, collaboration, and ongoing training.

The role requires a bachelor’s degree, Series 7, Series 63/65 or 66, and 1+ year of direct client experience in financial services; strong communication and