Senior Wealth Planning Strategist
$99k - $165kLPL Financial
LPL Financial is looking for a Senior Financial Representative to join our Wealth Advisors Group in Newport Beach, California. In this role, you will provide exceptional investment solutions to clients through virtual and phone channels while maintaining a book of 120,000 clients. You will assess clients’ financial needs, design strategies that align with their goals, and ensure a best-in-class client experience. This position values collaboration, integrity, and a commitment to client success. Competitive salary ranging from $99,000 to $165,000 based on experience, plus a comprehensive benefits package. #J-18808-Ljbffr LPL Financial
Vacancy posted 1 day ago
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