Remote Financial Advisor Associate

LPL Financial LLC; Rockville (MD); Presencial; USD 74.000 - 124.000; Jornada completa

Descripción de la vacante

LPL Financial LLC is seeking a Wealth Advisor for its WealthAG group in Rockville, MD, delivering investment advice over the phone and through inbound/outbound calls. You will assess client needs, design tailored solutions, prepare reports, and support advisors across departments in a team-based environment.

The ideal candidate holds a Series 7 license (plus 63/65 or 66), with 1+ year of direct client experience in financial services, and excels in client service and collaboration in a

Formación

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

Responsabilidades

• Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities.
• Handling and executing client transaction and general customer 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 operational policies and procedures
• Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
• Communicate operational and financial industry policies and procedures.
• Identify new sales and asset retention opportunities
• Regularly exercise excellent business judgment
• Research and resolve advisor and client issues

Conocimientos

Client service attitude

Team collaboration

Strong communication

Sales aptitude

Phone-based advisory

Educación

Bachelor's Degree or equivalent working experience

Series 7

Series 63 and 65, or 66 License

1+ year of direct client experience in financial services

Herramientas

Microsoft Office

Web-based applications

PC lookup applications

Descripción del empleo

LPL Financial LLC is seeking a Wealth Advisor for its WealthAG group in Rockville, MD, delivering investment advice over the phone and through inbound/outbound calls. You will assess client needs, design tailored solutions, prepare reports, and support advisors across departments in a team-based environment.

The ideal candidate holds a Series 7 license (plus 63/65 or 66), with 1+ year of direct client experience in financial services, and excels in client service and collaboration in a