Remote Wealth Advisor Associate

LPL Financial LLC; Richmond (VA); On-site; USD 68,000 - 113,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to serve mass affluent clients virtually and by phone, delivering tailored investment guidance and reviews.

You will support advisors, prepare client reports, and drive asset retention in a fast-paced, team-based environment. The role requires licenses (Series 7/63/65 or 66) and 1+ year of client-facing experience in financial services, with strong communication and MS Office proficiency.

Qualifications

• Bachelor's Degree or equivalent working experience.
• Series 7, Series 63 and 65, or 66 License.
• 1+ years of direct client experience within the financial services industry.
• Preferences: Life and Health.
• Excellent telephone service/relationship management skills.
• Proficient in Microsoft Office and web based applications.
• Ability to assist customers in call center environment while accessing data via multiple PC lookup applications.
• Prior financial trading experience.
• Ideal candidate will have prior tele-sales experience.
• Excellent communication skills and strong service ethic.

Responsibilities

• Deliver financial advice and conduct client reviews over the phone.
• Handle and execute client transactions and general service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent advisors in understanding the program.
• Provide feedback to management to improve advisor experience and operations.
• Communicate policies and procedures.
• Identify new sales and asset retention opportunities.
• Regularly resolve advisor and client issues.

Skills

Client service

Communication skills

Team collaboration

Integrity

Financial services knowledge

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to serve mass affluent clients virtually and by phone, delivering tailored investment guidance and reviews.

You will support advisors, prepare client reports, and drive asset retention in a fast-paced, team-based environment. The role requires licenses (Series 7/63/65 or 66) and 1+ year of client-facing experience in financial services, with strong communication and MS Office proficiency.