Senior Wealth Advisor: Investment Solutions & Planning

lplfinancial; Oak Brook (IL); On-site; USD 99,000 - 165,000; Full time

Job summary

LPL Financial in Oak Brook, IL is seeking a Senior Financial Representative to join the Wealth Advisors Group. You will serve mass-affluent investors virtually and by phone, maintain a book of about 120,000 clients, assess their immediate and long-term needs, and design tailored financial solutions.

This role emphasizes collaboration, client experience, and holistic financial planning, with opportunities for career development, compliance, and growth through advisory responsibilities and

Qualifications

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

Responsibilities

• Provide exceptional client service via calls, emails, and reports.
• Maintain and manage a book of 120,000+ clients with proactive outreach.
• Understand and implement financial planning concepts including education, tax, estate, and investment allocation.
• Discuss investment products and markets to address client needs.
• Engage in consultative sales to grow assets and deepen relationships.
• Coordinate with departments to ensure smooth client experience and compliance.

Skills

Customer service

Relationship management

Communication skills

Data input skills

Education

Bachelor's degree or equivalent working experience

Tools

Microsoft Office

Web-based applications

Job description

LPL Financial in Oak Brook, IL is seeking a Senior Financial Representative to join the Wealth Advisors Group. You will serve mass-affluent investors virtually and by phone, maintain a book of about 120,000 clients, assess their immediate and long-term needs, and design tailored financial solutions.

This role emphasizes collaboration, client experience, and holistic financial planning, with opportunities for career development, compliance, and growth through advisory responsibilities and