Phone-Based Wealth Advisor

LPL Financial LLC; Fort Mill (SC); On-site; USD 68,000 - 113,000; Full time

Job summary

LPL Financial Holdings Inc. in Fort Mill, South Carolina, is seeking a Wealth Advisor Group specialist to provide inbound/outbound calls and deliver financial guidance for mass affluent clients. You will design investment solutions, prepare reports, and support advisors to grow the book of business.

The role emphasizes high-touch client service in a team-based call center, with opportunities to improve processes and contribute to client retention and asset growth.

Qualifications

• Bachelor's degree or equivalent working experience.
• Series 7, Series 63/65, or 66 licenses required.
• At least 1 year of direct client experience in financial services.

Responsibilities

• Deliver financial advice and reviews with clients over the phone.
• Handle client transactions and general service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent advisors.
• Provide feedback to the Management team to improve efficiency.
• Identify new sales and asset retention opportunities.
• Communicate policies and procedures.

Skills

Series 7

Series 63/65/66

Client experience

Microsoft Office

Call center

Telephone service

Education

Bachelor's Degree

Job description

LPL Financial Holdings Inc. in Fort Mill, South Carolina, is seeking a Wealth Advisor Group specialist to provide inbound/outbound calls and deliver financial guidance for mass affluent clients. You will design investment solutions, prepare reports, and support advisors to grow the book of business.

The role emphasizes high-touch client service in a team-based call center, with opportunities to improve processes and contribute to client retention and asset growth.