Financial Services Professional

1 week ago


Thousand Oaks, California, United States LPL Financial Full time

Exciting Opportunity as a Financial Advisor with LPL Financial

About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at LPL Financial. As a Financial Advisor, you will be responsible for building and maintaining a strong client base, providing personalized financial solutions, and delivering exceptional customer service.

Key Responsibilities

  • Client Acquisition and Retention
    • Develop and implement strategies to attract and retain high-value clients
    • Build strong relationships with clients to understand their financial goals and objectives
  • Financial Planning and Advice
    • Provide personalized financial planning and advice to clients
    • Develop and implement customized financial plans to meet clients' needs
  • Product and Service Offerings
    • Offer a range of financial products and services to clients, including investment and insurance products
    • Stay up-to-date on industry trends and developments to provide clients with the best possible solutions
  • Business Development
    • Identify and pursue new business opportunities to grow the client base
    • Develop and maintain relationships with key stakeholders, including referral sources and business partners

Requirements

  • Professional Licenses
    • Series 7 and 66 (63/65) licenses
    • Insurance license
  • Experience
    • Three or more years of investment sales experience

What We Offer

LPL Financial offers a competitive compensation package, including base salary, commissions, and bonuses. We also offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.



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