Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - Virtual & Phone

$90k - $150k

LPL Financial

LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions. The ideal candidate will have 2+ years of experience in financial services, a Bachelor’s degree, and must obtain Series 7, 63 and 65 or 66 certifications. A competitive salary range of $90,000 to $150,000 is offered along with a comprehensive benefits package. #J-18808-Ljbffr LPL Financial

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Virtual & Phone in Houston, TX vacancy
  • $90k - $150k

    LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors via phone and virtual platforms. The role involves maintaining a client book of approximately 120,000 accounts and focuses on ensuring... 
    Virtual
    Senior
    Telephone

    LPL Financial LLC

    Houston, TX
    1 day ago
  • $90k - $150k

    Job Overview Senior Financial Representative in the Wealth Advisors Group provides investment solutions to mass affluent investors via phone and virtual platforms. Maintains a book of roughly 120,000 clients, assessing immediate and long‑term investment needs and designing... 
    Virtual
    Senior
    Telephone
    Work at office
    Immediate start

    LPL Financial LLC

    Houston, TX
    2 days ago
  •  ...and create confidence for employees and leaders alike. The Senior HR Generalist – Benefits, Leave & Compliance is responsible...  ...computer Ability to communicate effectively in person, over the phone, or via virtual meeting Ability to maintain focus in a typical office... 
    Virtual
    Senior
    Telephone
    Work at office

    Southend Pharmacy

    Houston, TX
    1 day ago
  •  ...Senior Safety Specialist Location: Houston, TX, US, 77057 Best People + Right Culture...  .... • May provide in-person and virtual training sessions and ensure training record...  ...JE Dunn Construction Company. Please, no phone calls or emails. Requisition ID: 62648... 
    Virtual
    Senior
    Telephone
    For contractors
    For subcontractor
    Local area

    JE Dunn Construction

    Houston, TX
    5 days ago
  • $170k

     ...new-logo sales growth targeting mid-market (1000-6000 headcount) firms. Day-to-day, your role will involve inside activity (phone/email/virtual), identifying opportunities, and delivering solution-focused online presentations to close deals. Using a consultative (Challenger... 
    Virtual
    Senior
    Telephone
    Live in
    Worldwide
    Flexible hours

    SalesFirst Recruiting

    Houston, TX
    4 days ago
  • $85.44k

     ...through various channels, including email, phone, text, and social media. Present...  ...stakeholders, including hiring managers, senior leadership, and the recruitment marketing...  ...conferences, hiring events (both in-person and virtual), and Maximus-sponsored events to promote... 
    Virtual
    Senior
    Telephone
    Minimum wage
    Contract work
    Temporary work
    Work experience placement
    Work at office

    MAXIMUS

    Houston, TX
    5 days ago
  •  ...infrastructure is expected. Systems Administration - Experience with virtual and physical server administration is essential for supporting...  .... Other employee discounts - entertainment, car rentals, cell phones, etc. Resources for child and elder care. Additional benefits... 
    Virtual
    Senior
    Telephone
    Full time
    For contractors

    UTHealth Houston

    Houston, TX
    4 days ago
  •  ...team delivers comprehensive wealth management services with a...  ...re looking for a dedicated Senior Financial Planner to join our...  .... You’ll collaborate with advisors and internal teams to...  ...to build trust in-person, virtually, and by phone Strong written and verbal communication... 
    Senior
    Telephone
    Temporary work
    Work experience placement
    Work at office

    Larson Studio LLC

    Houston, TX
    2 days ago
  •  ...Aid Job Status: Exempt Position Summary The Financial Aid Advisor under the direction of the Director of Financial Aid...  ...parent, faculty, and staff inquiries through in‑person, phone, email, chat, and virtual advising platforms. Assist students in understanding financing... 
    Virtual
    Telephone
    Work at office
    Afternoon shift

    Houston Christian University

    Houston, TX
    3 days ago
  •  ...Status: Exempt Position Summary: The Financial Aid Advisor under the direction of the Director of Financial Aid...  ...parent, faculty, and staff inquiries through in-person, phone, email, chat, and virtual advising platforms. Assist students in understanding... 
    Virtual
    Telephone
    Work at office
    Afternoon shift

    Houston Christian University

    Houston, TX
    4 days ago
  • $64.2k - $116.4k

     ...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance...  ...produce optimal outcomes. Ability to work effectively in a virtual teaming environment with the expectation of being on video... 
    Virtual
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Houston, TX
    3 days ago
  • $64.2k - $116.4k

     ...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in Region Salary: Competitive Date...  ...to produce optimal outcomes. Ability to work effectively in a virtual teaming environment with the expectation of being on video when... 
    Virtual
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Houston, TX
    3 days ago
  • Job Overview The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will help maintain our book of 120,000 clients,... 
    Senior
    Telephone
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial

    Houston, TX
    3 days ago
  •  ...from a dedicated success team. This comprehensive program includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and...  ...interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication... 
    Virtual
    Telephone

    BOK Financial

    Houston, TX
    4 days ago
  •  ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative... 
    Senior
    Telephone
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Houston, TX
    4 days ago
  • $34.08 - $48.74 per hour

     ...Marketing Operations Senior Coordinator The Marketing Operations Senior Coordinator plays...  ...parties. Produce deliverables, answer phone calls, and reply to correspondence in an...  ...and typing; (b) participating in digital/virtual conference calls; (c) participating in... 
    Virtual
    Senior
    Telephone
    Hourly pay
    Work at office
    Remote work
    Relocation
    Visa sponsorship
    Relocation package

    DLA Piper

    Houston, TX
    4 days ago
  •  ...exciting opportunity for you! We are seeking a Senior System Support Analyst who will be an...  ...65; supporting Veeam backup/recovery and virtual machines on host servers; adding/removing...  ...support to resolve client issues via phone, email, and on‑site visits with MS365, Outlook... 
    Virtual
    Senior
    Telephone
    Temporary work
    Work experience placement
    Work at office
    Remote work

    Uprite Services IT Company

    Houston, TX
    2 days ago
  •  ...professional with at least 10 years of relevant experience. The role involves managing client relationships and providing tailored wealth management solutions. The ideal candidate will possess strong communication and prospecting skills. A bachelor’s degree is required... 
    Senior

    Texas Capital Bank

    Houston, TX
    4 days ago
  •  ...Resource Group is seeking a mission-minded Senior Engineer to join our growing team!...  ...hospitality -class wired and wireless networks, virtual server infrastructures, and cloud...  ...and maintenance of Microsoft Teams as a phone system Azure networking and server implementation... 
    Virtual
    Senior
    Telephone
    Live in
    Local area
    Immediate start

    Enable Resource Group LLC

    Houston, TX
    26 days ago
  •  ...Together. Summary Under the direction of the Senior BD & Marketing Manager, this position...  ...parties. Produce deliverables, answer phone calls, and reply to correspondence in an...  ...and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings... 
    Virtual
    Senior
    Telephone
    Work at office
    Remote work
    Flexible hours

    ROLE

    Houston, TX
    3 days ago
  • Bank of America is seeking a Client Manager in Houston, Texas, responsible for acquiring new clients and deepening relationships. The role requires leading the Client Management Process and providing a tailored Branded Client Experience. Ideal candidates will have over...
    Senior

    Bank of America

    Houston, TX
    1 day ago
  •  ...stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice....  ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis.... 
    Senior
    Telephone
    Full time
    Local area

    KPMG

    Houston, TX
    4 days ago
  • $105.64k - $223.1k

     ...stand for as a firm. KPMG is currently seeking a Manager or Senior Manager - Global Location and Expansion Services (AMCS - GLES) to...  ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis.... 
    Senior
    Telephone
    Full time
    Work at office
    Local area

    KPMG

    Houston, TX
    4 days ago
  •  ...stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice....  ...compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis.... 
    Senior
    Telephone
    Full time
    Local area

    KPMG

    Houston, TX
    4 days ago
  • $37.49 - $48.74 per hour

     ...Together.SummaryUnder the direction of the Senior BD & Marketing Manager, this position...  ...third parties.Produce deliverables, answer phone calls, and reply to correspondence in an...  ...and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings... 
    Virtual
    Senior
    Telephone
    Hourly pay
    Work at office
    Remote work
    Visa sponsorship
    Flexible hours

    Dla-Piper

    Houston, TX
    4 days ago
  •  ...Centre Technologies is looking for a Senior Technical Consultant specializing in Azure Virtual Desktop (AVD) solutions. In this role, you will leverage your expertise to design, implement, and optimize enterprise-grade virtual desktop solutions, ensuring they meet client... 
    Virtual
    Senior

    Centre Technologies

    Houston, TX
    2 days ago
  •  ...and what we stand for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities...  ...with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis.... 
    Senior
    Telephone
    Full time
    Local area
    Visa sponsorship

    KPMG

    Houston, TX
    4 days ago
  •  ...and mental health benefits, dental, and vision insurance plans, virtual care options for physical therapy and primary care, generous...  ...within the thriving mission‑critical construction industry. The Senior Project Manager is responsible for planning, executing, and delivering... 
    Virtual
    Senior
    Telephone
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Work at office
    Immediate start
    Relocation package

    Suffolk

    Houston, TX
    2 days ago
  • $92.4k - $104k

    Position Summary The Senior Business Development (BD) Coordinator will support and implement the business development tactics for the...  ...Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident... 
    Virtual
    Senior
    Telephone
    Full time
    Temporary work
    Casual work
    Work at office
    Worldwide
    Flexible hours

    Reed Smith LLP

    Houston, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Virtual & Phone. Be the first to apply!