Senior Financial Advisor — Virtual Wealth Solutions

LPL Financial; Melville (NY); On-site; USD 99,000 - 165,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

The Senior Financial Representative within LPL Financial's Wealth Advisors Group helps manage a book of 120,000+ clients, delivering tailored investment solutions over the phone and virtually. You will combine exceptional service with financial planning to meet each client's immediate and long-term goals.

You'll work in a collaborative, fast-paced environment focused on career development, client experience, and holistic financial planning, leveraging education and licenses (Series 7/63/65 or

Qualifications

• Client relationship management required across client base.
• Strong financial services knowledge essential for planning and risk assessment.
• Excellent communication and listening skills for advisory conversations.
• Experience in telephone/e-call center environments preferred.

Responsibilities

• Customer Service: manage client relationships via calls, emails, and reports.
• Book Maintenance: keep a 120,000+ client book compliant and up to date.
• Financial Planning: analyze client data to design and maintain solutions.
• Investment Solutions: understand accounts and products to guide clients.
• Consultative Sales: pursue asset growth and relationship depth.
• Business Partnership: coordinate across departments to improve client experience.
• Risk Mitigation: stay compliant and manage risk through regular reviews.

Skills

Client relationship management

Financial services knowledge

Communication skills

Telephone/e-call center experience

Analytical thinking

Education

Bachelor’s degree or equivalent working experience

Series 7, 63 and 65 or 66

Tools

Microsoft Office

Web-based applications

Job description

The Senior Financial Representative within LPL Financial's Wealth Advisors Group helps manage a book of 120,000+ clients, delivering tailored investment solutions over the phone and virtually. You will combine exceptional service with financial planning to meet each client's immediate and long-term goals.

You'll work in a collaborative, fast-paced environment focused on career development, client experience, and holistic financial planning, leveraging education and licenses (Series 7/63/65 or