Senior Wealth Advisor - Remote

LPL Financial; Richmond (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group to serve mass affluent clients virtually and by phone. You will help manage our book of 120,000 clients, assess their immediate and long-term investment needs, and design tailored financial plans that align with their goals.

The role emphasizes exceptional client service, holistic financial planning, and a collaborative, growth-oriented environment with a competitive Total Rewards package including health

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 client service via calls, emails, and reports.
• Maintain and service a large client book with proactive outreach.
• Execute financial planning processes and deliver holistic solutions.
• Understand investment accounts, products, and markets to answer client questions.
• Engage in consultative sales and interdepartmental collaboration to enhance client experience.
• Remain compliant and mitigate risk while analyzing client data.

Skills

Customer service

Financial planning

Relationship management

Communication skills

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group to serve mass affluent clients virtually and by phone. You will help manage our book of 120,000 clients, assess their immediate and long-term investment needs, and design tailored financial plans that align with their goals.

The role emphasizes exceptional client service, holistic financial planning, and a collaborative, growth-oriented environment with a competitive Total Rewards package including health