Financial Services Advisor — Client Solutions; Phone
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
The Wealth Advisors Group at LPL Financial in Charlotte, NC is hiring a client-focused advisor who delivers investment guidance over the phone and via inbound/outbound calls. You will assess clients’ immediate and long-term needs, prepare reports, and support independent advisors to grow the book.
Ideal candidates hold a bachelor’s degree or equivalent, Series 7 and Series 63/65/66 licenses, and at least one year of direct client experience in financial services.
We would love to welcome a new Financial Services Advisor — Client Solutions (Phone-Based) to our group in Charlotte, NC, United States.
The Financial Services Advisor — Client Solutions (Phone-Based) position in the Finance, Sales field is open for applications.
We have an opening for a Financial Services Advisor — Client Solutions (Phone-Based) in Charlotte, NC, United States within Finance, Sales.
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