Financial Solutions Advisor — Phone & Virtual Clients

LPL Financial LLC; Houston (TX); On-site; USD 67,500 - 112,500; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

Wealth Advisors Group (WealthAG) seeks a client-focused advisor in a team-based call center, delivering high-touch, professional service to mass-affluent clients via inbound and outbound calls. You will evaluate short- and long-term needs, design solutions, and help grow a 120,000-client book as part of a collaborative WealthAG team.

Requirements include a bachelor’s degree or equivalent, valid Series7/63/65 or 66 licenses, and 1+ year in financial services with strong communication and

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Series7, Series63, and Series65 or 66 license.
• 1+ year of direct client experience within the financial services industry.
• Strong collaboration skills and the ability to thrive in a fast-paced, team-oriented environment.
• Excellent telephone service/relationship management skills.
• Proficiency in Microsoft Office and web-based applications.
• Ability to assist customers in a call-center environment while accessing data via multiple PC lookup applications.
• Excellent PC and data-input skills.
• Prior financial trading experience and/or tele-sales experience preferred.
• Strong communication skills and a strong service ethic.
• Previous experience as a financial advisor and service call-center experience considered.

Responsibilities

• Conduct financial advice sessions and reviews with clients over the phone.
• Handle and execute client transactions and general customer service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors in understanding the program.
• Participate in customer service training and other training to remain current with operational policies and procedures.
• Provide regular feedback to management to improve advisor experience and operational efficiencies.
• Communicate operational and financial industry policies and procedures.
• Identify new sales and asset retention opportunities.
• Exercise excellent business judgment and research/resolve advisor and client issues.

Skills

Telephone service

Relationship management

Collaboration

Communication skills

Data-entry

Call-center experience

Client service

Education

Bachelor’s Degree or equivalent work experience

Series7/63/65 or 66 licenses

Tools

Microsoft Office

Web-based applications

Job description

Wealth Advisors Group (WealthAG) seeks a client-focused advisor in a team-based call center, delivering high-touch, professional service to mass-affluent clients via inbound and outbound calls. You will evaluate short- and long-term needs, design solutions, and help grow a 120,000-client book as part of a collaborative WealthAG team.

Requirements include a bachelor’s degree or equivalent, valid Series7/63/65 or 66 licenses, and 1+ year in financial services with strong communication and