Phone Wealth Advisor – Client Solutions
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-20
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
LPL Financial LLC’s Wealth Advisors Group is seeking a client-focused advisor to provide high-touch investment guidance by phone. The role supports inbound and outbound calls, processes client requests, and prepares reports and proposals.
Collaboration with other teams and ongoing training are part of success in this fast-paced environment. Ideal candidates hold Series 7/63/65 or 66 licenses with at least one year in financial services, strong communication, and a service-oriented mindset.
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