Senior Wealth Advisor – Virtual & Phone

LPL Financial; Houston (TX); 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 in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions.

The ideal candidate will have 2+ years of experience in financial services, a Bachelor’s degree, and must obtain Series 7, 63 and 65 or 66 certifications. A competitive salary range of $90,000 to $150,000 is offered along with a comprehensive benefits package.

Qualifications

• 2+ years of direct client experience within the financial services industry.
• Strong understanding of financial planning concepts and investment markets.
• Must have excellent telephone service and relationship management skills.

Responsibilities

• Provide exceptional service via incoming service calls and direct client transactions.
• Maintain a book of 120,000 clients through proactive check-ins.
• Develop and implement financial planning solutions for clients.

Skills

Customer service

Financial planning

Consultative sales

Risk mitigation

Communication skills

Education

Bachelor’s degree or equivalent working experience

Series 7, 63 and 65 or 66

Tools

Microsoft Office

Job description

LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions.

The ideal candidate will have 2+ years of experience in financial services, a Bachelor’s degree, and must obtain Series 7, 63 and 65 or 66 certifications. A competitive salary range of $90,000 to $150,000 is offered along with a comprehensive benefits package.