Financial Services Professional

4 weeks ago


West Bend, Wisconsin, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor

LPL Financial Holdings, Inc. is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop personalized investment strategies to help them achieve success.

About the Role

This is a unique opportunity to work with a leading financial services company and make a real difference in the lives of our clients. As a Financial Advisor, you will be responsible for:

  • Building and maintaining relationships with clients to understand their financial needs and goals
  • Developing and implementing personalized investment strategies to help clients achieve their financial objectives
  • Providing exceptional customer service and support to clients
  • Staying up-to-date on industry trends and developments to ensure clients receive the best possible advice
Requirements

To be successful in this role, you will need:

  • Series 7 and 66 (63/65) licenses
  • Insurance license
  • Three or more years of investment sales experience
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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