Investment Solutions Advisor – Phone
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-18
Listing for:
Lpl Financial Holdings
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
LPL Financial in Seattle seeks an Advisor for the Investor Solutions Team to provide investment guidance and design client solutions by phone in a team-based call center setting. The role includes a base salary and bonus tied to a predefined sales goal.
Responsibilities include delivering financial advice, handling client transactions, preparing reports, and supporting other advisors. Series7 is required; additional licenses and two+ years in financial services are preferred.
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