Phone-Based Financial Advisor - Associate Role

Posted 8 days ago

lpl financialDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

LPL Financial Holdings Inc. is seeking a Wealth Advisors Group member to deliver high-touch financial guidance to mass affluent clients over the phone. This role operates in a team-based call center environment, balancing inbound and outbound activity while maintaining compliance and client trust. The ideal candidate will have strong client service skills, relevant financial licenses, and the ability to grow a large client book. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.