Virtual Wealth Advisor Associate

LPL Financial LLC; Richmond (VA); On-site; USD 67,500 - 112,500; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is hiring for a Wealth Advisors Group position based in Richmond, VA. The role involves conducting over‑the‑phone financial discussions, processing client requests, and preparing reports for a high activity client book.

Ideal candidates hold Series 7/63/65 or 66 licenses, at least 1 year of client experience in financial services, and excel in a fast‑paced, team‑oriented call center environment with strong communications and service ethic.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Series7, Series63, and Series65 or 66 licenses.
• 1+ year of direct client experience in financial services.
• Strong collaboration and team-oriented mindset.
• Excellent telephone service/relationship management skills.
• Strong communication and service ethic.

Responsibilities

• Conduct financial advice sessions and reviews with clients over the phone.
• Handle and execute client transactions and general customer service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors in understanding the program.
• Identify new sales and asset retention opportunities.
• Exercise excellent business judgment and research/resolve advisor and client issues.

Skills

Collaboration

Telephone service

Communication skills

Data entry

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

LPL Financial LLC is hiring for a Wealth Advisors Group position based in Richmond, VA. The role involves conducting over‑the‑phone financial discussions, processing client requests, and preparing reports for a high activity client book.

Ideal candidates hold Series 7/63/65 or 66 licenses, at least 1 year of client experience in financial services, and excel in a fast‑paced, team‑oriented call center environment with strong communications and service ethic.