Senior Financial Advisor – Virtual Wealth Solutions

LPL Financial LLC; Oak Brook (IL); 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

More

Job summary

LPL Financial LLC is hiring for a Senior Financial Representative in the Wealth Advisors Group. The role focuses on delivering investment solutions to mass affluent clients virtually and by phone, while maintaining a large client book and providing comprehensive financial planning.

You will collaborate across departments to ensure a high-quality client experience while mitigating risk. The position requires a bachelor’s degree (or equivalent), relevant Series licenses, and 2+ years of direct

Qualifications

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

Responsibilities

• Provide exceptional service via calls, emails, and client outreach.
• Maintain and manage a book of 120,000+ clients.
• Demonstrate knowledge of financial planning concepts across education, tax, estate, insurance and investments.

Skills

Client relationship management

Telephone service

Communication skills

Sales/consultative selling

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Web-based applications

Job description

LPL Financial LLC is hiring for a Senior Financial Representative in the Wealth Advisors Group. The role focuses on delivering investment solutions to mass affluent clients virtually and by phone, while maintaining a large client book and providing comprehensive financial planning.

You will collaborate across departments to ensure a high-quality client experience while mitigating risk. The position requires a bachelor’s degree (or equivalent), relevant Series licenses, and 2+ years of direct