Wealth Advisor Associate

LPL Financial; Georgia; On-site; USD 68,000 - 113,000; Full time

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 Advisors Group professional to deliver high-touch financial guidance to mass affluent clients over the phone. The role involves inbound/outbound calls, reviewing client needs, and preparing reports and proposals to support advisors.

Candidates should have a Bachelor's degree, Series 7 and Series 63/65/66 licenses, and 1+ year of direct client experience in financial services.

Qualifications

• Bachelor’s Degree or equivalent working experience.
• Proficiency with Microsoft Office and web-based applications.
• Strong client-service orientation and ability to operate in a fast-paced, team-based call center.

Responsibilities

• Deliver financial advice and conduct client reviews over the phone.
• Handle and execute client transactions and service requests.
• Prepare client reports and proposals as required.
• Support advisors and other departments in understanding the program.
• Participate in training to stay current with policies.

Skills

Client service excellence

Excellent communication

Tele-sales experience

Relationship management

PC data entry

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisors Group professional to deliver high-touch financial guidance to mass affluent clients over the phone. The role involves inbound/outbound calls, reviewing client needs, and preparing reports and proposals to support advisors.

Candidates should have a Bachelor's degree, Series 7 and Series 63/65/66 licenses, and 1+ year of direct client experience in financial services.