Senior Wealth Advisor - Remote

LPL Financial

Richmond, VA(remote)

JOB DETAILS
SKILLS
Customer Support/Service, Financial Planning, Financial Services, Team Player
LOCATION
Richmond, VA
POSTED
1 day ago

LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group to serve mass affluent clients virtually and by phone. You will help manage our book of 120,000 clients, assess their immediate and long-term investment needs, and design tailored financial plans that align with their goals.The role emphasizes exceptional client service, holistic financial planning, and a collaborative, growth-oriented environment with a competitive Total Rewards package including health#J-18808-Ljbffr

About the Company

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LPL Financial