Financial Advisor

LPL Financial

116d • $56,250 - $93,750

About The Position

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Armstrong Wealth Management Group is an outstanding team with a unique experience. The team has been established for 29 years and currently consists of three financial advisors and four support professionals. With the growing size of the practice, it is now time to add another financial advisor to ensure clients receive the help they need.

Requirements

• Bachelor’s degree
• Series 7, 63 and 65 or 66
• 5+ years of direct client experience within the financial services industry

Nice To Haves

• Life & Health or CFP is preferred
• Must have excellent telephone service/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
• Strong understanding of financial planning concepts, investment markets, and account types
• Must have excellent communication skills, an avid listener, and strong business writing skills
• Entrepreneurial mindset, self-starter and quickly adapt to a fast-paced environment
• High integrity, detail-oriented and ability to evaluate and mitigate risk
• Proficient in Microsoft Office and web-based applications
• Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
• Must have excellent PC and data input skills

Responsibilities

• Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
• Book Maintenance: Representatives will work together to ensure our book of 120,000+ are operationally maintained, compliant, and delivering on our client experience commitments through proactive check ins and outreach.
• Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. 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.
• Investment Solutions: Advisors should have a detailed understanding of all account types, investment products, and investment markets in order to field questions from our diverse client base.
• Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics.
• Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration.
• Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees