Investment Solutions Advisor – Phone
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
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.
The Investment Solutions Advisor – Phone-Based position in the Finance field is open for applications.
We have an opening for a Investment Solutions Advisor – Phone-Based in Seattle, WA, United States within Finance.
This role, Investment Solutions Advisor – Phone-Based at Lpl Financial Holdings, could be your next opportunity.
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