Senior Wealth Advisor - Virtual Client Solutions

LPL Financial LLC

Melville (NY)

On-site

USD 99,000 - 165,000

Full time

12 days ago

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Benefits offered by this job

Health benefits

401K matching

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking a Senior Financial Representative within the Wealth Advisors Group. You will support mass affluent clients virtually and by phone, managing a large client book while delivering holistic financial planning and investment solutions.

The role emphasizes service excellence, proactive outreach, and cross-department collaboration to enhance the client experience. Ideal candidates have a strong background in financial planning, investment products, and compliance, with

Qualifications

Bachelor’s degree or equivalent working experience.
Series 7, 63 and 65 or 66/2+ years of direct client experience in financial services (as stated).

Responsibilities

Maintain client relationships across a book of 120,000+ accounts with ongoing outreach.
Maintain and ensure book operational integrity and compliance, delivering on client experience commitments.
Demonstrate detailed understanding of financial planning processes and educate clients on core concepts.
Understand and explain investment products and account types to diverse client bases.
Utilize consultative selling to meet asset and wallet share goals.
Coordinate interdepartmental collaboration to improve client outcomes and partnerships.
Assess and mitigate risk and prevent fraud through regular reviews and client conversations.