Financial Representative
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About The Position
The Financial Representative of the Investor Focused Solutions Team is part of a team of LPL corporate employee advisors who provide investment solutions to mass affluent investors. The advisor will help individuals examine their immediate and long term investment needs, and help design solutions that best meet their individual financial goals. This is a team based call center environment that deliver investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. The position will have a base salary in addition to a bonus, and successfully achieving a pre-defined sales goal.
