Virtual Financial Advisor Associate

LPL Financial LLC

United States

On-site

USD 74,000 - 124,000

Full time

11 days ago

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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 Wealth Advisor for its Wealth Advisors Group. This team-based, call-center environment delivers investment guidance to mass affluent clients over the phone and via inbound/outbound activity.

You will assess clients’ immediate and long-term needs, design suitable solutions, and help grow our book of 120,000 clients with high‑touch service. The ideal candidate is client‑driven, collaborative, and capable of delivering professional advice while adhering to regulatory

Qualifications

Bachelor's Degree or equivalent working experience.
Series 7 Series 63 and 65, or 66 License.
1 years + of direct client experience within the financial services industry.

Responsibilities

Deliver financial advice and conduct reviews with clients over the phone.
Handle and execute client transactions and general service requests.
Prepare client reports and proposals as required.
Support other departments and independent financial advisors in their understanding of the program.
Participate in customer service training to stay current with policies and procedures.
Provide feedback to Management to improve advisor experience and efficiencies.
Identify new sales and asset retention opportunities.
Research and resolve advisor and client issues.