Phone-Based Financial Advisor - Associate Role

LPL Financial LLC; Denver (CO); On-site; USD 68,000 - 113,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to deliver high-touch financial guidance to mass affluent clients over the phone.

This role operates in a team-based call center environment, balancing inbound and outbound activity while maintaining compliance and client trust. The ideal candidate will have strong client service skills, relevant financial licenses, and the ability to grow a large client book.

Qualifications

• Bachelor's Degree or equivalent working experience.
• Excellent telephone service/relationship management skills.
• Proficient in Microsoft Office and web-based applications.

Responsibilities

• Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities.
• Handling and executing client transactions and general customer service requests.
• Prepare client reports and proposals as required.
• Actively participate in customer service training to stay current with policies and procedures.
• Identify new sales and asset retention opportunities.
• Communicate operational and financial industry policies and procedures.

Skills

Client service

Team collaboration

Communication skills

Microsoft Office

Education

Bachelor's Degree or equivalent working experience

Tools

Web-based applications

Microsoft Office

Job description

LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to deliver high-touch financial guidance to mass affluent clients over the phone.

This role operates in a team-based call center environment, balancing inbound and outbound activity while maintaining compliance and client trust. The ideal candidate will have strong client service skills, relevant financial licenses, and the ability to grow a large client book.