Phone-Based Financial Advisor — Grow a 120k Client Book

LPL Financial

Wealth Advisors Group (WealthAG) in Denver, CO is seeking a call-center wealth advisor to deliver investment guidance by phone to a large client book, driving growth and satisfaction. The role emphasizes professional, high-touch client service in a team environment. The position requires Series 7 (plus 63/65/66), a bachelor’s degree or equivalent experience, and at least 1 year of client experience in financial services, with strong communication and MS Office skills. #J-18808-Ljbffr LPL Financial

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Vacancy posted 4 days ago

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