Virtual Financial Advisor Associate

LPL Financial; Tempe (AZ); Presencial; USD 68.000 - 113.000; Tempo integral

Benefícios oferecidos por esta vaga

401K matching

Health benefits

Employee stock options

Paid time off

Resumo da vaga

LPL Financial in Tempe, AZ, seeks a Wealth Advisor role to deliver investment guidance to mass affluent clients via phone and virtual channels. You will assess immediate and long-term needs and design solutions to match financial goals, joining a team-based call-center environment focused on high-touch service.

The ideal candidate has at least 1 year of client experience in financial services, Series 7 and at least one of Series 63/65/66 licenses, and a Bachelor's degree or equivalent.

Qualificações

• Bachelor's degree or equivalent working experience in finance.
• Holdings of Series 7 and at least one of Series 63/65/66 licenses.
• Experience serving clients in a financial services environment.

Responsabilidades

• Provide financial advice and reviews with clients over the phone.
• Process client transactions and service requests.
• Prepare client reports and proposals as required.
• Support advisors and other departments to understand the program.
• Identify new sales opportunities and asset retention ideas.

Conhecimentos

Series 7 licensing

Series 63/65/66 licensing

Client-facing experience

Formação

Bachelor's degree or equivalent

Descrição da vaga

LPL Financial in Tempe, AZ, seeks a Wealth Advisor role to deliver investment guidance to mass affluent clients via phone and virtual channels. You will assess immediate and long-term needs and design solutions to match financial goals, joining a team-based call-center environment focused on high-touch service.

The ideal candidate has at least 1 year of client experience in financial services, Series 7 and at least one of Series 63/65/66 licenses, and a Bachelor's degree or equivalent.