Remote Financial Advisor Associate — Client Solutions

lplfinancial; Fort Mill, Charlotte (SC, NC); On-site; USD 68,000 - 113,000; Full time

Job summary

LPL Financial in Fort Mill, SC, is seeking Wealth Advisors Group professionals to provide high‑touch financial guidance over the phone to mass affluent clients. You will design solutions aligned with clients’ goals in a team-based call center setting.

The role requires Series 7 and Series 63/65 or 66 licenses, plus 1+ year of client experience in financial services. A strong service mindset and collaborative attitude are essential for success.

Qualifications

• Bachelor's Degree or equivalent working experience.
• Series 7 license is required.
• Series 63/65 or 66 license required or equivalent.

Responsibilities

• Deliver financial advice and conduct reviews with clients over the phone via inbound and outbound calling activities.
• 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 their understanding of the program.
• Participate in customer service training to stay current with policies and procedures.
• Provide feedback to Management to improve advisor experience and operational efficiencies.
• Communicate policies and procedures to clients and advisors.
• Identify new sales and asset retention opportunities.
• Exercise good business judgment and resolve advisor/client issues.

Skills

Relationship management

Client service

Team collaboration

Excellent communication

Education

Bachelor's Degree or equivalent

Series 7

Series 63 and 65 or 66 License

Tools

Microsoft Office

Web-based applications

Job description

LPL Financial in Fort Mill, SC, is seeking Wealth Advisors Group professionals to provide high‑touch financial guidance over the phone to mass affluent clients. You will design solutions aligned with clients’ goals in a team-based call center setting.

The role requires Series 7 and Series 63/65 or 66 licenses, plus 1+ year of client experience in financial services. A strong service mindset and collaborative attitude are essential for success.