Financial Representative

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

The Wealth Advisors Group (Wealth AG) is a team of corporate employee advisors who provide investment solutions to mass‑affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long‑term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team‑based call center environment that delivers investment advice and guidance over the phone.

The ideal candidate will be success‑driven with a client service attitude and the ability to deliver high‑touch, professional service.

• Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
• Handling and executing client transaction and general customer service requests
• Prepare client reports and proposals as required
• Support other departments and independent financial advisors in their understanding of the program
• Actively participate in customer service training and other training to remain current with operational policies and procedures
• Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
• Communicate operational and financial industry policies and procedures
• Identify new sales and asset retention opportunities
• Regularly exercise excellent business judgment
• Research and resolve advisor and client issues

• Bachelor's Degree or equivalent working experience
• Series7
• Series
  63 and 65, or66 License (or ability to obtain within 90 days of hire)
• 2years of direct client experience within the financial services industry preferred

• Life and health preferred
• Excellent telephone service/relationship‑management skills
• Proficient in Microsoft Office and web‑based applications
• Ability to assist customers in a call‑center environment while accessing data via multiple PC lookup applications; must have excellent PC and data input skills
• Prior financial trading experience
• Prior tele‑sales experience
• Excellent communication skills and strong service ethic
• Previous experience as a financial advisor
• Prior LPL trading, financial‑related service‑call‑center experience; or other service‑related job experience considered

Pay salary range: $67,500.00–$ per year, inclusive of base salary and potential sales incentive compensation. Base salary is determined by relevant skill, prior experience, education, internal peer comparability, performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan.

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• Other competitive benefits and perks

EOE