Financial Representative

Job Overview

Wealth Advisors Group (WealthAG) is a team of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long‑term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team‑based call center environment that delivers investment advice and guidance over the phone.

• Deliver financial advice and conduct reviews with clients over the phone via inbound and outbound calling activities.
• Handle and execute client transaction and general customer service requests.
• Prepare client reports and proposals as required.
• Support other departments and independent financial advisors in their understanding of the program.
• Actively participate in customer service training and other training to remain current with operational policies and procedures.
• Provide regular feedback to the management team to improve both the advisor experience and operational efficiencies.
• Communicate operational and financial industry policies and procedures.
• Identify new sales and asset retention opportunities.
• Regularly exercise excellent business judgment.
• Research and resolve advisor and client issues.

• Bachelor's Degree or equivalent working experience.
• Series 7, Series 63 and 65, or 66 license.
• 1+ year of direct client experience within the financial services industry.
• Life and Health experience preferred.
• Excellent telephone service/relationship management skills.
• Proficiency in Microsoft Office and web‑based applications.
• Ability to assist customers in a call center environment while accessing data via multiple PC lookup applications.
• Excellent PC and data input skills.
• Prior financial trading experience.
• Prior tele‑sales experience preferred.
• Excellent communication skills and a strong service ethic.
• Previous experience as a financial advisor.
• Prior LPL trading, financial‑related service call center experience, or other service‑related job experience considered.

70,900.. The pay salary range is inclusive of base salary and potential sales incentive compensation based on the applicable incentive compensation plan for this position. Base salary is determined on several factors, including relevant skill, prior experience, education, internal peer comparison, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan.

The LPL Total Rewards package is highly competitive, designed to support your success at work, home, and  includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO.