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Phone- Wealth Advisor Associate

Job in Fort Mill, York County, South Carolina, 29715, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 68000 - 113000 USD Yearly USD 68000.00 113000.00 YEAR
Job Description & How to Apply Below
Position: Phone-Based Wealth Advisor Associate

LPL Financial is seeking a Wealth Advisor Group professional in Fort Mill, SC to provide high-touch financial guidance to mass affluent clients over the phone. The role emphasizes service excellence, accuracy in reports, and collaborative support across departments to strengthen client relationships.

The position requires securities licenses (Series 7; Series 63/65 or 66) and at least one year of direct client experience in financial services, with a base salary plus incentive potential.

This role, Phone-Based Wealth Advisor Associate at LPL Financial, could be your next move.

Our group is growing, and we are hiring a Phone-Based Wealth Advisor Associate in Fort Mill, SC, United States.

This opening is for the Phone-Based Wealth Advisor Associate role at LPL Financial.

We are seeking a motivated Phone-Based Wealth Advisor Associate to join LPL Financial in Fort Mill, SC, United States.

Position Requirements
10+ Years work experience
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