Virtual Financial Advisor for Client Wealth

LPL Financial

Town of Charlotte (NY)

On-site

USD 68,000 - 113,000

Full time

6 days ago

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial’s Wealth Advisors Group is seeking a client-focused professional to provide investment solutions to mass affluent clients over the phone and via inbound/outbound calls in New York. You will assess clients’ goals, design suitable strategies, and help grow the advisor’s book while maintaining a high touch, professional service.

Responsibilities include conducting reviews, processing client transactions, preparing reports, and supporting other advisors.

Qualifications

Bachelor’s degree or equivalent working experience.
Series 7 required; Series 63/65 or 66 licenses preferred.
1+ years of direct client experience in financial services.

Responsibilities

Delivering financial advice and conducting reviews with clients over the phone.
Handling and executing client transaction and general customer service requests.
Prepare client reports and proposals as required.
Support other departments and independent financial advisors in their understanding of the program.
Actively participate in customer service training and other training to remain current with policies.
Provide regular feedback to the Management team to improve both the advisor experience.
Identify new sales and asset retention opportunities.
Research and resolve advisor and client issues.