Financial Advisor at LPL Financial

  • Remote Accounting Jobs
  • Full Time
  • 5 months ago
  • USA
  • Shift Day
  • Job Qualifications Bachelor
  • Number of vacancies 1 opening
  • Job level Executive

Job Description

Financial Advisor

  • Remote USA
  • Full Time
  • R-010234


  • The role of the Financial Advisor is to establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs.

Financial Advisors should to be able to meet generally are growing and protecting assets and include the following:

  • Funding for a secure retirement
  • Funding for child’s or grandchild’s educations
  • Growth above inflation and taxes
  • Protection of assets from unexpected/large scale healthcare expense
  • Protection of assets from estate taxes


In order to succeed, the candidate for this role must have the following:

  • Proven and documented record of success in investment sales
  • Character – Must display traits such as honesty, work ethic and team-orientation.
  • Chemistry – Must fit in with the social and cultural values of the institution.
  • Competence – Must have the relevant product knowledge and required skills to execute the business model outlined above.
  • Licenses:
    • FINRA Series 7
    • FINRA Series 66 (preferably) or Series 63
    • Life and Health Insurance designation

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

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