Remote Senior Wealth Solutions Advisor

LPL Financial; Richmond (VA); On-site; USD 99,000 - 165,000; Full time

Job summary

LPL Financial in Richmond, VA seeks a Senior Financial Representative to support the Wealth Advisors Group. You will assist with client service, planning, and investment solutions for a large book of 120,000 clients, primarily via phone and virtual channels.

The role emphasizes relationship management, compliance, and delivering best-in-class client experiences while contributing to holistic financial planning for mass affluent clients.

Qualifications

• Bachelor’s degree or equivalent working experience.
• Series 7, 63 and 65 or 66 required.
• 2+ years of direct client experience in financial services.

Responsibilities

• Provide exceptional client service via calls, reports, and outreach.
• Maintain and grow a 120,000+ client book with proactive check-ins.
• Understand financial planning processes and collect/analyze client data.
• Explain education, tax, estate, insurance, and investment allocation concepts daily.
• Support consultative sales and assist cross-department collaboration.

Skills

Client relationship management

Communication skills

Financial planning concepts

Analytical ability

Telephone service

Education

Bachelor’s degree or equivalent

Tools

Series 7/63/65/66

Job description

LPL Financial in Richmond, VA seeks a Senior Financial Representative to support the Wealth Advisors Group. You will assist with client service, planning, and investment solutions for a large book of 120,000 clients, primarily via phone and virtual channels.

The role emphasizes relationship management, compliance, and delivering best-in-class client experiences while contributing to holistic financial planning for mass affluent clients.