Senior Wealth Advisor — Virtual Client Solutions

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

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group in Oak Brook, IL. You will support a book of 120,000 clients, design tailored investment solutions, and drive holistic financial planning over the phone and virtually.

The role emphasizes client experience, collaborative cross‑functional work, and ongoing professional development in a fast-paced environment. Strong communication and compliance awareness are essential.

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 customer service via calls, emails, and client outreach.
• Maintain and grow a large book of 120,000+ clients and relationships.
• Understand financial planning concepts and data to design suitable solutions.
• Explain investment products and account types to clients and respond to questions.
• Collaborate with departments to ensure a smooth client experience and partnerships.
• Adhere to compliance requirements and mitigate risk in book management.

Skills

Client relationship management

Financial services industry experience

Phone/virtual advisory experience

Education

Bachelor’s degree or equivalent working experience

Series 7, 63 and 65 or 66

Job description

LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group in Oak Brook, IL. You will support a book of 120,000 clients, design tailored investment solutions, and drive holistic financial planning over the phone and virtually.

The role emphasizes client experience, collaborative cross‑functional work, and ongoing professional development in a fast-paced environment. Strong communication and compliance awareness are essential.