LPL Financial
Associate Financial Representative
Denver, CO
Sponsorship not specified$68k-$113kDetected 8 hours ago
SalesOutbound SalesHRCustomer SupportResearchCommunicationMicrosoft Office
About the role
- Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone.
- For further information about LPL, please visit www.lpl.com.
- At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.
Responsibilities
- Support other departments and independent financial advisors in their understanding of the program
- We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
- And they have the freedom to manage their client relationships, because they know their clients best.
- Please log in or create an account to apply to this position.
Requirements
- Bachelor's Degree or equivalent working experience
- 1 years + of direct client experience within the financial services industry
- Must have excellent PC and data input skills
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills, and strong service ethic
- Prepare client reports and proposals as required
Compensation
- The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position.
- Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
- Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan.
- 67,500.00 - 112,500.00
Benefits
- Life and Health
Company info
- We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications.
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This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.