Financial Solutions Advisor — Phone & Virtual Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-29
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Wealth Advisors Group (WealthAG) seeks a client-focused advisor in a team-based call center, delivering high-touch, professional service to mass-affluent clients via inbound and outbound calls. You will evaluate short- and long-term needs, design solutions, and help grow a 120,000-client book as part of a collaborative WealthAG team.
Requirements include a bachelor’s degree or equivalent, valid Series7/63/65 or 66 licenses, and 1+ year in financial services with strong communication and
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