Senior Financial Advisor

Wealth Advisor

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You will help maintain our existing book of clients, examine their immediate and long-term investment needs, and design solutions that best support their pursuit of individual financial goals.

This role will be based in our field model, where you will work from one of our local LPL offices. You will interact with clients both nationally and within your local area through phone calls, videoconferences, and in-person meetings. You will receive comprehensive training, one-on-one coaching, and the opportunity to advance, with the ultimate goal of leading and thriving in your own practice, if you choose to do so.

We'll help you :

• Build a successful career at LPL through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from leaders who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build your network. Starting in a field office, you'll interact with current clients, prospective clients, other LPL Advisors who are leading their own practice, and local LPL affiliated financial institutions, you'll be able to leverage these opportunities to grow your own book of business.
• Provide end-to-end comprehensive advice, deliver client reviews / presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Build unlimited potential for financial growth.

Responsibilities :

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 :

Preferences :

Pay Range : $90,000.00-$150,000.00 / year

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!

LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.