Remote Financial Advisor – Phone‑Based Wealth Solutions

LPL Financial; Fort Mill (SC); 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

LPL Financial in Fort Mill, South Carolina is seeking a dedicated client advisor to deliver financial advice and serve mass-affluent investors. In this role, you will provide high-touch service, conduct client reviews, and support a diverse portfolio of clients.

The ideal candidate will have a Bachelor's degree, Series 7 license, and at least 1 year of experience in the financial services industry. The position includes a generous pay range of $67,500 to $112,500, with an array of benefits offered.

Qualifications

• At least 1 year of direct client experience within the financial services industry.
• Series 7 license required.
• Series 63 and 65, or 66 licenses preferred.

Responsibilities

• Deliver financial advice and conduct reviews with clients over the phone.
• Handle and execute client transactions and customer-service requests.
• Prepare client reports and proposals as required.
• Support other departments and financial advisors.

Skills

Client relationship management

Financial advisory

Communication skills

Proficiency in Microsoft Office

Education

Bachelor’s degree or equivalent working experience

Job description

LPL Financial in Fort Mill, South Carolina is seeking a dedicated client advisor to deliver financial advice and serve mass-affluent investors. In this role, you will provide high-touch service, conduct client reviews, and support a diverse portfolio of clients.

The ideal candidate will have a Bachelor's degree, Series 7 license, and at least 1 year of experience in the financial services industry. The position includes a generous pay range of $67,500 to $112,500, with an array of benefits offered.