Financial Client Advisor: Remote Wealth Solutions

LPL Financial LLC; Austin (TX); On-site; USD 71,000 - 118,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Wealth Advisors Group professional to deliver financial guidance to mass affluent clients over the phone, conducting reviews and facilitating transactions. This role supports a team-based call center environment and requires a client-focused mindset with strong communication skills.

The ideal candidate will hold Series 7, Series 63/65/66 licenses (or equivalent), a bachelor's degree or equivalent experience, and at least 1 year of direct client experience in

Qualifications

• Bachelor's Degree or equivalent working experience.
• Series 7 and Series 63/65/66 licenses or equivalent.
• 1+ year direct client experience in financial services.

Responsibilities

• Deliver financial advice and reviews with clients over the phone.
• Handle and execute client transactions and general service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors in their understanding of the program.
• Participate in customer service training to remain current with policies and procedures.
• Provide regular feedback to Management to improve advisor experience and efficiencies.
• Communicate operational and financial policies and procedures.
• Identify new sales and asset retention opportunities.
• Research and resolve advisor and client issues.

Skills

Series 7

Series 63/65/66 License

Bachelor's Degree or equivalent

1+ year client experience

Education

Bachelor's Degree or equivalent working experience

Job description

LPL Financial LLC is seeking a Wealth Advisors Group professional to deliver financial guidance to mass affluent clients over the phone, conducting reviews and facilitating transactions. This role supports a team-based call center environment and requires a client-focused mindset with strong communication skills.

The ideal candidate will hold Series 7, Series 63/65/66 licenses (or equivalent), a bachelor's degree or equivalent experience, and at least 1 year of direct client experience in