Remote Wealth Management Client Services Associate

LPL Financial LLC; Tallahassee (FL); Remote; USD 36,000 - 59,000; 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 full-time remote team member to support Financial Advisors within our Large Enterprise model. You will handle client inquiries, coordinate account activities, and educate clients on services across multiple advisor offices.

The role emphasizes exceptional client service, financial industry knowledge, and the ability to work across departments in a growing organization while maintaining compliance and efficiency.

Qualifications

• 2+ years of financial industry experience, preferably wealth management.
• SIE, Series 7 and 66 licenses required or in-progress.
• Proven client service orientation with excellent communication skills.
• Ability to operate effectively in a remote, multi-advisor support role.

Responsibilities

• Direct daily communication with advisors and clients, addressing inquiries to timely resolution.
• Submit and coordinate account activity instructions for advisor and client needs.
• Educate clients and advisors on account services and new technology (eSignature, paperless statements, client portal).
• Support multiple advisor offices, collaborating with internal departments to ensure timely service delivery.

Skills

Financial industry experience

SIE license

Series 7

Series 66

Remote work capability

Strong communication

Job description

LPL Financial Holdings Inc. is seeking a full-time remote team member to support Financial Advisors within our Large Enterprise model. You will handle client inquiries, coordinate account activities, and educate clients on services across multiple advisor offices.

The role emphasizes exceptional client service, financial industry knowledge, and the ability to work across departments in a growing organization while maintaining compliance and efficiency.