Virtual Wealth Advisor Associate
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-08-24
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
LPL Financial LLC is hiring for a Wealth Advisors Group position based in Richmond, VA. The role involves conducting over‑the‑phone financial discussions, processing client requests, and preparing reports for a high activity client book.
Ideal candidates hold Series 7/63/65 or 66 licenses, at least 1 year of client experience in financial services, and excel in a fast‑paced, team‑oriented call center environment with strong communications and service ethic.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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