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Senior Wealth Advisor – Virtual Financial Planning
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-19
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors via phone and virtual platforms. The role involves maintaining a client book of approximately 120,000 accounts and focuses on ensuring compliance while providing exceptional service.
The ideal candidate will have a Bachelor's degree, Series 7, 63, and 65 (or 66), and strong financial planning knowledge. Compensation ranges from $90,000 to $150,000 based on performance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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