Wealth Advisor
LPL Financial
LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to serve mass affluent clients virtually and by phone, delivering tailored investment guidance and reviews. You will support advisors, prepare client reports, and drive asset retention in a fast-paced, team-based environment. The role requires licenses (Series 7/63/65 or 66) and 1+ year of client-facing experience in financial services, with strong communication and MS Office proficiency. #J-18808-Ljbffr
Vacancy posted 4 days ago
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