Financial Services Advisor — Client Impact & Growth

LPL Financial; Richmond (VA); On-site; USD 68,000 - 113,000; Full time

Job summary

LPL Financial in Richmond, VA seeks a Wealth Advisors Group professional to provide high-touch financial guidance via phone. You will assess clients’ needs, design investment solutions, and help grow a portfolio, while collaborating with a team of corporate employee advisors.

The role emphasizes inbound/outbound calls, client relationship management, and adherence to regulatory standards. Bachelor's degree and licenses required, with a strong client-service mindset.

Qualifications

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

Responsibilities

• Delivering financial advice and reviews with clients over the phone via inbound/outbound calls.
• Handling and executing 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 stay current with policies and procedures.
• Provide feedback to Management to improve advisor experience and efficiency.
• Communicate operational and financial industry policies and procedures.
• Identify new sales and asset retention opportunities.
• Exercise excellent business judgment regularly.
• Research and resolve advisor and client issues.

Skills

Excellent communication skills

Customer service

Tele sales experience

Team collaboration

Ability to work in call center

Strong service ethic

Financial industry knowledge

Education

Bachelor's degree or equivalent working experience

Tools

Microsoft Office

Web-based applications

PC lookup applications

Job description

LPL Financial in Richmond, VA seeks a Wealth Advisors Group professional to provide high-touch financial guidance via phone. You will assess clients’ needs, design investment solutions, and help grow a portfolio, while collaborating with a team of corporate employee advisors.

The role emphasizes inbound/outbound calls, client relationship management, and adherence to regulatory standards. Bachelor's degree and licenses required, with a strong client-service mindset.