Phone- Associate Financial Advisor
Listed on 2026-10-15
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
LPL Financial in Charlotte, NC seeks a Wealth Advisor to serve mass affluent clients by phone, delivering personalized investment guidance in a team-based call center environment. You'll analyze client needs, design suitable investment solutions, prepare reports, and collaborate with independent advisors and other departments to grow assets while delivering high-touch service.
The role requires a Bachelor's degree, securities licenses (7, 63/65 or 66), and at least 1 year of client experience in
We invite applications for the Phone-Based Associate Financial Advisor position located in Charlotte, NC, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Phone-Based Associate Financial Advisor role at LPL Employee Services, based in Charlotte, NC, United States.
We are looking to fill the Phone-Based Associate Financial Advisor position at LPL Employee Services in Charlotte, NC, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).