Phone- Wealth Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
LPL Financial Holdings Inc. in Fort Mill, South Carolina, is seeking a Wealth Advisor Group specialist to provide inbound/outbound calls and deliver financial guidance for mass affluent clients. You will design investment solutions, prepare reports, and support advisors to grow the book of business.
The role emphasizes high-touch client service in a team-based call center, with opportunities to improve processes and contribute to client retention and asset growth.
Step into the Phone-Based Wealth Advisor role at LPL Financial LLC in Fort Mill, SC, United States and grow with us.
The Phone-Based Wealth Advisor position in the Finance, Sales field is open for applications.
We have an opening for a Phone-Based Wealth Advisor in Fort Mill, SC, United States within Finance, Sales.
This role, Phone-Based Wealth Advisor at LPL Financial LLC, could be your next move.
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