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Virtual Financial Advisor: Client Reviews & Guidance
Job in
White Plains, Westchester County, New York, 10601, USA
Listed on 2026-07-09
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
LPL Financial LLC in Town of Charlotte is seeking a knowledgeable advisor to deliver investment solutions to clients in a team-based call center environment. You will be responsible for examining client needs and advising them effectively.
The ideal candidate should have a Bachelor’s degree, Series 7, 63, and 65 or 66 licenses, and at least a year of client experience in financial services. Competitive benefits include 401(K) matching and health options.
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