Senior Financial Representative
lplfinancial · Richmond VA - Field Mgmt
- Posted
- 29 days ago
What this role involves
The Senior Financial Representative role at LPL Financial involves providing investment solutions to mass affluent clients virtually and over the phone. Responsibilities include customer service, book maintenance, financial planning, consultative sales, and risk mitigation. Candidates need a bachelor's degree, Series 7, 63, and 65 or 66 licenses, and 2+ years of direct client experience in financial services.
Skills this posting asks for
- series 7
- series 63
- series 65
- series 66
- life & health
- cfp
- financial planning
- consultative sales
- customer service
- relationship management
- investment solutions
- risk mitigation
Requirements
- 2 years of experience
- Level: senior
- Remote policy: onsite
Apply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
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