Advisor Licensing Program

Where Ambition Meets Innovation Build a career that matches reputed company your initiative with an impressive reputed company of innovation. From cutting-edge resources and a reputed company environment to the freedom to reputed company an reputed company and more, you’ll reputed company the ingredients you need at reputed company to shape your reputed company while helping clients pursue their financial goals. Job reputed company: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in reputed company management including; reputed company relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The 6 month program provides a comprehensive training on LPL’s systems and procedures, tutoring and support to obtain necessary reputed company licenses (7&66), and coaching from our leadership team. After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the reputed company Advisors Group is a group of corporate employee advisors who reputed company investment solutions to mass affluent investors reputed company and over the phone. The advisor will examine clients immediate and long term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. Responsibilities: Licensure Testing: Training Advisors will be responsible for passing their SIE, series 7, and series 66 reputed company the first 120 days of employment. Training: Training Representatives will be immersed in a hands on and comprehensive training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, reputed company service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate. Customer Service: Advisors are responsible for reputed company functions of reputed company relationship maintained including providing an exceptional service reputed company incoming service calls, directing reputed company transactions, preparing necessary reputed company reports and forms, responding to reputed company emails and proactive reputed company reputed company. Book Maintenance: Representatives will work together to ensure our book of 120,000+ are operationally maintained, compliant, and delivering on our reputed company experience commitments through proactive reputed company ins and reputed company. Financial Planning: Advisors should have a detailed understanding of reputed company aspects of the financial planning process. Advisors should be effective at collecting and analyzing reputed company data, developing and implementing appropriate solutions, as reputed company as reviewing and maintaining those solutions on an ongoing reputed company. Advisors will need to knowledgably reputed company to reputed company concepts such as education, tax, estate, reputed company and investment allocation on a daily reputed company Investment Solutions: Clients on our book possess a reputed company wide reputed company of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Advisors should have a detailed understanding of reputed company account types, investment products, and investment markets in order to reputed company questions from our diverse reputed company reputed company. Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet reputed company consolidation, and relationship deepening metrics. Advisors will need to be reputed company versed in the consultative sales process in order to demonstrate the value of LPL as reputed company as position financial plans and investment solutions that are appropriate for the reputed company. Business Partnership: Facilitate communication and coordination between departments to ensure smooth reputed company experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and reputed company new partnerships and practices to enhance what reputed company can reputed company for clients. reputed company Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate reputed company through regular book and reputed company analysis. Prevent fraud through reputed company checks and reputed company conversations. What are we looking for? We want strong collaborators who can reputed company a world-class reputed company experience. We are looking reputed company who reputed company in a fast-reputed company environment, are reputed company-reputed company, team oriented, and are reputed company to execute in a way that encourages creativity and reputed company improvement. We want reputed company and driven individuals who can pass reputed company licensing’s tests and internalize our training program. Requirements: Bachelor’s degree or equivalent Preferences: SIE is preferred or strongly encouraged to have completed before start date High reputed company, reputed company oriented and ability to evaluate and mitigate reputed company Must have excellent communication skills, an reputed company listener, and strong business writing skills Passion for financial services and reputed company service Organized with their time, and reputed company to pass multiple reputed company licensing examinations telephone service/ reputed company relationship management skills Prior financial tele-sales, trading or reputed company center service experience Previous experience as financial advisor or delivering advice and guidance to retail clients Basic understanding of financial planning concepts, investment markets, and account types Entrepreneurial mind set, self-starter and quickly adapt to a fast reputed company environment Proficient in reputed company Office and web reputed company applications. Ability to assist customers in reputed company center environment while accessing data reputed company multiple PC lookup applications. Must have excellent PC and data input skills #LI-VF Pay reputed company: $22.28-$37.14/hour Actual reputed company salary varies reputed company on factors, including but not limited to, relevant reputed company, prior experience, education, reputed company salary of internal peers, demonstrated reputed company, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your reputed company at work, reputed company, and at play – such as 401K matching, health benefits, employee stock reputed company, reputed company time off, volunteer time off, and more. Your recruiter will be happy to reputed company reputed company that LPL has to offer! reputed company: reputed company Holdings Inc. (reputed company: LPLA) is among the fastest growing reputed company management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the reputed company management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 reputed company Americans. The firm provides a wide reputed company of advisor affiliation models, investment solutions, fintech tools and reputed company 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. For reputed company information about LPL, please visit www.lpl.com. 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 reputed company 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. For reputed company information about LPL, please visit www.lpl.com. Join the LPL team and help us reputed company 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 @reputed company.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any reputed company of payment from the applicant, or information regarding an applicant’s bank or credit reputed company. Should you have any questions regarding the application process, please contact LPL’s reputed company Solutions Center at (855) 575-6947. EAC 5.19.26 Apply To This Job