Senior Wealth Advisor - Virtual Financial Planning
$90k - $150kLPL Financial LLC
LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors via phone and virtual platforms. The role involves maintaining a client book of approximately 120,000 accounts and focuses on ensuring compliance while providing exceptional service. The ideal candidate will have a Bachelor's degree, Series 7, 63, and 65 (or 66), and strong financial planning knowledge. Compensation ranges from $90,000 to $150,000 based on performance. #J-18808-Ljbffr LPL Financial LLC
Vacancy posted 2 days ago
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