Wealth Advisor Associate - Remote/Phone

LPL Financial LLC; 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

Volunteer time off

Descrizione del lavoro

LPL Financial Holdings Inc. in Denver seeks a Wealth Advisor to deliver high-touch investment guidance by phone, review client needs, and craft solutions for mass affluent investors. This team-based, call-center environment emphasizes client service and proactive engagement to grow the book.

Ideal candidates show integrity, collaboration, and a drive to help clients achieve financial goals, with licensing and prior tele-sales or advisory experience preferred.

Competenze

• Bachelor's Degree or equivalent working experience.
• Series 7; Series 63 and 65, or 66 License.
• 1 years + of direct client experience within the financial services industry.

Mansioni

• Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
• 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 operational policies and procedures
• Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
• Communicate operational and financial industry policies and procedures.
• Identify new sales and asset retention opportunities
• Regularly exercise excellent business judgment
• Research and resolve advisor and client issues

Conoscenze

Excellent telephone service/rel.

Microsoft Office

Web based apps

Call center support

Tele-sales experience

Excellent communication skills

Strong service ethic

Formazione

Bachelor's Degree or equivalent working experience

Descrizione del lavoro

LPL Financial Holdings Inc. in Denver seeks a Wealth Advisor to deliver high-touch investment guidance by phone, review client needs, and craft solutions for mass affluent investors. This team-based, call-center environment emphasizes client service and proactive engagement to grow the book.

Ideal candidates show integrity, collaboration, and a drive to help clients achieve financial goals, with licensing and prior tele-sales or advisory experience preferred.