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Financial Client Advisor: Remote Wealth Solutions
Remote / Online - Candidates ideally in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-08-17
Austin, Travis County, Texas, 78716, USA
Listing for:
LPL Financial LLC
Remote/Work from Home
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
LPL Financial LLC is seeking a Wealth Advisors Group professional to deliver financial guidance to mass affluent clients over the phone, conducting reviews and facilitating transactions. This role supports a team-based call center environment and requires a client-focused mindset with strong communication skills.
The ideal candidate will hold Series 7, Series 63/65/66 licenses (or equivalent), a bachelor's degree or equivalent experience, and at least 1 year of direct client experience in
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