Senior Financial Advisor, Wealth Solutions (Remote)

LPL Financial LLC; United States; On-site; USD 99,000 - 165,000; Full time

Benefits offered by this job

401K matching

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. seeks a Senior Financial Representative for the Wealth Advisors Group to service mass affluent clients virtually and by phone. You will maintain a large client book, analyze investment needs, and design personalized financial solutions for long-term goals.

The role emphasizes collaborative, career-focused development, best-in-class client experience, and holistic planning within a fast-paced team.

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.
• CFP Life & Health preferred.
• Must have excellent telephone service/relationship management skills.
• Prior financial tele-sales, trading or call center service experience.

Responsibilities

• Provide exceptional client service via calls, emails, and reports.
• Maintain a book of 120,000+ clients with proactive outreach.
• Understand the financial planning process and discuss education, tax, estate, insurance and investment concepts.
• Explain and recommend investment solutions across account types and markets.
• Engage in consultative sales to meet asset investment and relationship goals.
• Coordinate with departments to ensure a seamless client experience and risk mitigation.

Skills

Client service

Relationship management

Communication skills

Phone sales

Education

Bachelor’s degree or equivalent working experience

Tools

Microsoft Office

Job description

LPL Financial Holdings Inc. seeks a Senior Financial Representative for the Wealth Advisors Group to service mass affluent clients virtually and by phone. You will maintain a large client book, analyze investment needs, and design personalized financial solutions for long-term goals.

The role emphasizes collaborative, career-focused development, best-in-class client experience, and holistic planning within a fast-paced team.