Wealth Advisor Associate

LPL Financial; Denver (CO); In loco; USD 68.000 - 113.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K matching

Health benefits

Employee stock options

Paid time off

Descrizione del lavoro

LPL Financial is seeking a client‑focused Wealth Advisor in Denver to deliver investment guidance to mass affluent clients via phone and inbound/outbound calls. You will examine needs, design solutions, and help grow a client book in a team‑based call center environment.

The ideal candidate holds Series 7, Series 63/65/66 and a Bachelor's degree, with 1+ years of direct financial services experience. Excellent communication and service orientation are essential.

Competenze

• Bachelor's Degree or equivalent working experience.
• Active Series 7 license.
• Series 63/65/66 licenses or equivalents.

Mansioni

• Delivering financial advice and conducting reviews with clients over the phone.
• Handling and executing client transactions and general customer service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors.

Conoscenze

Series 7 License

Series 63/65/66 License

Client service

Call center experience

Formazione

Bachelor's Degree or equivalent working experience

Descrizione del lavoro

LPL Financial is seeking a client‑focused Wealth Advisor in Denver to deliver investment guidance to mass affluent clients via phone and inbound/outbound calls. You will examine needs, design solutions, and help grow a client book in a team‑based call center environment.

The ideal candidate holds Series 7, Series 63/65/66 and a Bachelor's degree, with 1+ years of direct financial services experience. Excellent communication and service orientation are essential.