Financial Services Associate – Wealth Advisory (Phone
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-07
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
LPL Financial Holdings Inc. is seeking a Wealth Advisor for the Wealth Advisors Group. This role delivers investment guidance to mass affluent clients virtually and by phone from a team-based call center.
The ideal candidate holds Series 7 and 63/65/66 licenses, has a Bachelor's degree, and at least one year of client experience in financial services. Responsibilities include advising clients, processing transactions, preparing reports, and supporting advisors.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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