Financial Client Advisor: Remote Wealth Solutions

LPL Financial LLC

Remote job

LPL Financial LLC is seeking a Wealth Advisors Group professional to deliver financial guidance to mass affluent clients over the phone, conducting reviews and facilitating transactions. This role supports a team-based call center environment and requires a client-focused mindset with strong communication skills. The ideal candidate will hold Series 7, Series 63/65/66 licenses (or equivalent), a bachelor's degree or equivalent experience, and at least 1 year of direct client experience in #J-18808-Ljbffr LPL Financial LLC

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Vacancy posted 2 days ago

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