Personal Banking - Associate Banker

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually 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. This is a team-based call center environment that delivers investment advice and guidance over the phone. Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities

Handling and executing client transaction and general customer service requests.

Support other departments and independent financial advisors in their understanding of the program

Actively participate in customer service training and other training to remain current with operational policies and procedures

Communicate operational and financial industry policies and procedures.

Identify new sales and asset retention opportunities

Our ideal candidates

pursue greatness

,

act with integrity

, and are

driven to help our clients succeed

. Bachelors Degree or equivalent working experience

~ 1 years + of direct client experience within the financial services industry

Excellent telephone service/relationship management skills

Proficient 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 skills

Prior financial trading experience

Previous Experience as a financial advisor

Prior LPL trading, financial related Service Call Center experience; Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth 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 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. 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. 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 .