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Senior Financial Representative

Remote Full-time Hiring now

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. Job Overview: The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will help maintain our book of 120,000 clients, examine clients immediate and long term investment needs, and help design solutions that best meet their individual financial goals. This is a competitive team based environment that is focused on employee career development, delivering best in class client experience, and holistic financial planning. Responsibilities: Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach. Book Maintenance: Representatives will work together to ensure our book of 120,000+ are operationally maintained, compliant, and delivering on our client experience commitments through proactive check ins and outreach. Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effecting at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis Investment Solutions: Clients on our book possess a very wide range 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 all account types, investment products, and investment markets in order to field questions from our diverse client base. Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Advisors will need to be well versed in the consultative sales process in order to demonstrate the value of LPL as well as position financial plans and investment solutions that are appropriate for the client. Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients. Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor’s degree or equivalent working experience Series 7, 63 and 65 or 66 2+ years of direct client experience within the financial services industry Preferences: Life & Health or CFP Must have excellent telephone service/relationship management skills Prior financial tele-sales, trading or call center service experience Previous experience as financial advisor or delivering advice and guidance to retail clients Strong understanding of financial planning concepts, investment markets, and account types Must have excellent communication skills, an avid listener, and strong business writing skills Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment High integrity, detail oriented and ability to evaluate and mitigate risk 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 #LI-PA Pay Range: 90,000.00 - 150,000.00 The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. 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. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth 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 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. For further 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 client 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 further information about LPL, please visit www.lpl.com. 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. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.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 (855) 575-6947. 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Experienced Data Entry Clerk for 17-Year-Olds – Entry-Level Position at Hirevector About Hirevector At Hirevector, we are driven by a mission to be the world's most customer-centric company. We strive to offer our customers the lowest possible prices, the best available selection, and the utmost convenience. Established in 1994, we’ve grown from an online bookstore into a global powerhouse that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. Your Opportunity Awaits We are excited to announce our Data Entry Clerk position specifically tailored for 17-year-olds! This is a unique opportunity to start your career with one of the world's leading companies while improving your computer skills and gaining real-world experience. Position Overview As a Data Entry Clerk at Hirevector, you will play a crucial role in our operations by managing various forms of data input and validation. This position is an excellent opportunity for motivated and detail-oriented teenagers looking to build valuable work experience in a fast-paced environment. Key Responsibilities: Accurately enter customer data into our internal systems. Review and verify data for accuracy and completeness. Organize and maintain data files and records. Assist in organizing information and preparing reports. Communicate effectively with team members to resolve discrepancies. Who We Are Looking For This role is perfect for a responsible 17-year-old who is eager to learn and grow. We are looking for candidates who meet the following criteria: Essential Qualifications: Must be 17 years old by the time of application. High School student or recent graduate preferred. Basic computer skills and familiarity with Microsoft Office Suite. Strong attention to detail and organization skills. Ability to work independently as well as a part of a team. Effective communication skills—both written and verbal. Willingness to learn and accept feedback. What We Offer Working at Hirevector comes with unique benefits tailored to help you thrive: Benefits and Perks: Flexible working hours that can accommodate your school schedule. A competitive hourly wage. Professional development opportunities and training. A supportive work environment with a focus on teamwork. Networking and potential career advancement within the company. Diversity and Inclusion At Hirevector, we value diversity and strive to create an inclusive work environment. We believe that the more diverse our workforce, the better we can serve our customers. We are proud to be an Equal Opportunity Employer where everyone can find success. Your Next Steps If you’re excited about the opportunity to gain skills and be part of an innovative team, we encourage you to apply! This position is a fantastic way for 17-year-olds to gain essential work experience and a chance to contribute to a global leader in technology. Career Growth Opportunities At Hirevector, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have the opportunity to learn and grow with our company, taking on new challenges and responsibilities as you progress in your career. Work Environment and Culture Our work environment is fast-paced and dynamic, with a focus on teamwork and collaboration. We encourage open communication, creativity, and innovation, and we strive to create a positive and inclusive work environment for all employees. Compensation, Perks, and Benefits We offer a competitive hourly wage, flexible working hours, and a range of benefits and perks to support your well-being and career development. We also provide comprehensive training and professional development opportunities to help you succeed in your role. Conclusion Data entry jobs for 17-year-olds at Hirevector represent a valuable starting point for any young aspiring professional. With the right guidance and opportunity, you can not only develop practical skills essential for your career but also join a company that embraces innovation and creativity. This is your chance to take those first steps toward a bright future. Don’t hesitate—apply today and be part of something bigger! FAQs Q: What is the minimum age requirement for this position? A: You must be at least 17 years old to apply for this position. Q: Do I need prior experience in data entry to apply? A: No prior experience is necessary, but basic computer skills and a willingness to learn are important. Q: What are the working hours for this role? A: The working hours are flexible and can be arranged to fit around your school schedule. Q: Will training be provided? A: Yes, comprehensive training will be provided to ensure you are fully prepared for your responsibilities. Q: What growth opportunities exist within this role? A: There are numerous opportunities for career advancement within Hirevector, especially for dedicated employees who excel in their roles. Apply Now! Ready to take the first step in your career? Apply now for the Data Entry Clerk position at Hirevector and join our team of innovative and dedicated professionals!

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