LPL Financial

Senior Financial Representative

Houston TX - Field Mgmt · Senior

Sponsorship not specified$90k-$150kDetected 30 days ago

HRCustomer SupportAvidCommunicationCollaborationWritingMicrosoft Office

About the role

The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone.
This is a competitive team based environment that is focused on employee career development, delivering best in class client experience, and holistic financial planning.
For further information about LPL, please visit www.lpl.com.

Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
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.
Build a career that matches all your initiative with an impressive dose of innovation.
And they have the freedom to manage their client relationships, because they know their clients best.
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Advisors should be effecting at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis.

Bachelor's degree or equivalent working experience
2+ years of direct client experience within the financial services industry
Must have excellent telephone service/relationship management skills
Strong understanding of financial planning concepts, investment markets, and account types
Must have excellent communication skills, an avid listener, and strong business writing skills
High integrity, detail oriented and ability to evaluate and mitigate risk
Must have excellent PC and data input skills

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.
90,000.00 - 150,000.00

Life & Health or CFP
Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment
Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis

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.

This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.