LPL Financial

Advisor Licensing Program

Houston TX - Field Mgmt

Sponsorship not specified$22k-$37kDetected 5 hours ago

HRCustomer SupportAvidLeadershipCommunicationCollaborationMentoringWritingMicrosoft Office

About the role

The Advisor of the Wealth Advisor Group 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.

Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
We want strong collaborators who can deliver a world-class client experience.
And they have the freedom to manage their client relationships, because they know their clients best.
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Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis.

SIE is preferred or strongly encouraged to have completed before start date
High integrity, detail oriented and ability to evaluate and mitigate risk
Must have excellent communication skills, an avid listener, and strong business writing skills
Passion for financial services and client service
Organized with their time, and able to pass multiple FINRA licensing examinations
telephone service/ client relationship management skills
Prior financial tele-sales, trading or call center service experience
Previous experience as financial advisor or delivering advice and guidance to retail clients

Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate.

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis

We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

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