Virtual Wealth Advisor - Phone-Based Financial Guidance
LPL Financial
LPL Financial in Austin, Texas, seeks a Wealth Advisor to provide investment solutions to clients through phone interactions. The ideal candidate will have a Bachelor’s degree, Series 7, and experience in the financial services sector. You'll deliver comprehensive client service, handle transactions, and prepare necessary documentation. This role is within a team-based call center environment, ensuring a professional service to over 120,000 clients. Strong communication skills and the ability to adapt in a dynamic setting are essential. #J-18808-Ljbffr LPL Financial
Vacancy posted 1 day ago
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