Virtual Wealth Advisor Associate
Job in
Charleston, Charleston County, South Carolina, 29408, USA
Listed on 2026-08-21
Listing for:
LPL Financial
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
LPL Financial is seeking a Wealth Advisor group professional to provide investment guidance to mass affluent clients virtually and by phone. The role focuses on delivering high-touch service, preparing reports, and supporting advisors to grow and protect client assets.
The position requires Series 7 and Series 63/65/66 licenses, a bachelor’s degree or equivalent, and strong communication skills for a fast-paced team environment in the United States.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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