Wealth Advisory Associate

LPL Financial; Fort Mill (SC); 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 is seeking a Wealth Advisors Group advisor to provide high-touch financial guidance via phone and virtual channels. This role supports mass affluent clients, reviews investment needs, and helps grow the book while delivering exceptional service.

The position requires active licenses (Series 7/63/65 or 66) and a bachelor’s degree or equivalent experience, with on-site work Mon-Fri starting 1/11/2027. Strong communication and office skills are essential.

Competenze

• Bachelor’s degree or equivalent working experience.
• Series 7, Series 63 and 65, or 66 licenses required.
• 1+ year of direct client experience in financial services.
• Proficiency in MS Office and web-based applications.

Mansioni

• 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.
• Identify new sales and asset retention opportunities.
• Support advisors and other departments to improve efficiency.

Conoscenze

Client service

Team collaboration

Communication

Dans Microsoft Office

Formazione

Bachelor's degree or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

LPL Financial is seeking a Wealth Advisors Group advisor to provide high-touch financial guidance via phone and virtual channels. This role supports mass affluent clients, reviews investment needs, and helps grow the book while delivering exceptional service.

The position requires active licenses (Series 7/63/65 or 66) and a bachelor’s degree or equivalent experience, with on-site work Mon-Fri starting 1/11/2027. Strong communication and office skills are essential.