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Remote Wealth Advisor - Financial Planning & Client Solutions
Remote / Online - Candidates ideally in
New York, USA
Listed on 2026-08-13
New York, USA
Listing for:
LPL Financial LLC
Remote/Work from Home
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
LPL Financial LLC is seeking a Senior Financial Representative for the Wealth Advisors Group to serve mass affluent clients virtually and over the phone. You will help maintain our book of 120,000 clients, assess their short- and long-term investment needs, and design solutions aligned with their financial goals.
In a competitive, team-based environment, you will focus on delivering exceptional client experience, holistic financial planning, and ongoing relationship management while
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