Financial Representative

Financial RepresentativeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.Job Overview: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 representative to ensure clients receive the help they need.Responsibilities:Customer Service: Financial representatives 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: Financial Representatives should have a detailed understanding of all aspects of the financial planning process. Representatives should be effecting at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Representatives will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basisInvestment Solutions: Clients on our book possess a very wide range of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Representatives 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: Financial Representatives will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Representatives will need to be well versed in the consultative sales process in order to demonstrate the value of LPL as well as position financial plans and investment solutions that are appropriate for the client.Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations.What Are We Looking For?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements:Bachelor's degreeSeries 7, 63 and 65 or 66 (or the ability to obtain within 90 days of hire)5+ years of direct client experience within the financial services industryPreferences:Life & Health or CFP is preferredMust have excellent telephone service/relationship management skillsPrior financial tele-sales, trading or call center service experiencePrevious experience as financial advisor or delivering advice and guidance to retail clientsStrong understanding of financial planning concepts, investment markets, and account typesMust have excellent communication skills, an avid listener, and strong business writing skillsEntrepreneurial mind set, self-starter and quickly adapt to a fast paced environmentHigh integrity, detail oriented and ability to evaluate and mitigate riskProficient 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 skillsPay Range: 56,250-93,750/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerCompany Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.Join LPL Financial: Where Your Potential Meets OpportunityAt LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.Why LPL?Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.Limitless Career Potential: Your career at LPL has no limits, only amazing potential.Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.Impactful Work: Our size is just right for you to make a real impact.Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.Community Focus: We care for our communities and encourage our employees to do the same.Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.