More jobs:
Phone- Wealth Advisor Stock & Growth
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-07-14
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
LPL Financial LLC's Wealth Advisors Group is seeking a client-facing professional to support wealth management clients by phone and through virtual sessions. In a team-based call center, you will evaluate client needs, design investment solutions, and help grow a book of clients.
The role requires Series7, Series
63, and Series
65 or 66 licenses, a bachelor’s degree or equivalent, and 1+ year of financial services experience.
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