Associate Financial Advisor - Phone-Based Client Help
LPL Financial
LPL Financial is seeking a Wealth Advisors Group professional in Rockville, MD to deliver financial guidance to mass affluent clients over the phone. You will work in a team-based call center environment and support advisors by handling client inquiries and producing reports and proposals. The ideal candidate has 1+ year in financial services, Series 7 and a combination of Series 63/65/66 licenses, plus strong client-service skills for high-touch guidance. #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
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