Financial Services Advisor — Client Solutions (Phone-Based)

LPL Financial; Charlotte (NC); Vor Ort; USD 68.000 - 113.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Zusammenfassung

The Wealth Advisors Group at LPL Financial in Charlotte, NC is hiring a client-focused advisor who delivers investment guidance over the phone and via inbound/outbound calls. You will assess clients’ immediate and long-term needs, prepare reports, and support independent advisors to grow the book.

Ideal candidates hold a bachelor’s degree or equivalent, Series 7 and Series 63/65/66 licenses, and at least one year of direct client experience in financial services.

Qualifikationen

• Bachelor’s Degree or equivalent working experience.
• Series 7 license.
• Series 63 and 65, or 66 license.
• 1+ years of direct client experience in the financial services industry.

Aufgaben

• Deliver financial advice and conduct reviews with clients over the phone.
• Handle and execute client transactions and 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.
• Provide regular feedback to Management to improve advisor experience and efficiencies.

Ausbildung

Bachelor’s degree

equivalent working experience

Tools

Series 7

Series 63/65/66

Jobbeschreibung

The Wealth Advisors Group at LPL Financial in Charlotte, NC is hiring a client-focused advisor who delivers investment guidance over the phone and via inbound/outbound calls. You will assess clients’ immediate and long-term needs, prepare reports, and support independent advisors to grow the book.

Ideal candidates hold a bachelor’s degree or equivalent, Series 7 and Series 63/65/66 licenses, and at least one year of direct client experience in financial services.