Financial Representative at LPL Financial in Remote

Summary: LPL Financial is a leading independent broker-dealer that provides a collaborative environment for career growth. The Financial Representative role involves delivering financial advice to clients over the phone, managing client transactions, and supporting other departments to enhance service delivery. Responsibilities: - 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 - Prepare client reports and proposals as required - 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 - Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies - Communicate operational and financial industry policies and procedures - Identify new sales and asset retention opportunities - Regularly exercise excellent business judgment - Research and resolve advisor and client issues Required Qualifications: - Bachelor's Degree or equivalent working experience - Series 7 - Series 63 and 65, or 66 License - 1 years + of direct client experience within the financial services industry Preferred Qualifications: - Life and Health preferred - 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 - Ideal candidate will have prior tele-sales experience - Must have excellent communication skills, and strong service ethic - Previous Experience as a financial advisor - Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered Required Skills: Series 7 License, Series 63 License, Series 65 License, Series 66 License, Financial Services Industry Experience, Life and Health Insurance, Microsoft Office, Financial Trading, Tele-sales, Financial Advisory, Call Center Operations, Client Service Attitude Benefits: 401K matching, Health benefits, Employee stock options, Paid time off, Volunteer time off