Phone- Financial Advisor Associate
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
LPL Financial has a Wealth Advisors Group position focused on delivering investment guidance to mass affluent clients via phone and inbound/outbound calls. The role emphasizes high-touch, professional service in a team-based call center environment, with an emphasis on client needs and growth opportunities.
The ideal candidate will have Series licenses, strong communication skills, and experience in financial services.
We are looking to fill the Phone-Based Financial Advisor Associate position at LPL Financial in Fort Mill, SC, United States.
Step into the Phone-Based Financial Advisor Associate role at LPL Financial in Fort Mill, SC, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Fort Mill, SC, United States.
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