Virtual Wealth Advisor - Client-Focused Financial Guidance

LPL Financial LLC; 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

Volunteer time off

Resumo da vaga

LPL Financial LLC is seeking a Wealth Advisors Group professional in Tempe, AZ to provide investment guidance to clients over the phone and virtually. You will deliver high‑touch service, review client needs, and help grow the book of business in a team-based environment.

The role emphasizes collaboration, strong communication, and adherence to policies. Licensing (Series 7 and Series 63/65/66) and a bachelor’s degree or equivalent experience are required, with prior financial services

Qualificações

• Bachelor's degree or equivalent working experience.
• Licensing requirements include Series 7 and Series 63/65/66 (or 66).
• Experience in financial services or tele-sales is preferred.

Responsabilidades

• 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 advisors and other departments in understanding programs.

Conhecimentos

Client service

Team collaboration

Communication skills

Phone service

MS Office

Web-based apps

Formação

Bachelor's degree or equivalent

Ferramentas

Series 7 license

Series 63/65/66 license

Descrição da vaga

LPL Financial LLC is seeking a Wealth Advisors Group professional in Tempe, AZ to provide investment guidance to clients over the phone and virtually. You will deliver high‑touch service, review client needs, and help grow the book of business in a team-based environment.

The role emphasizes collaboration, strong communication, and adherence to policies. Licensing (Series 7 and Series 63/65/66) and a bachelor’s degree or equivalent experience are required, with prior financial services