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Summary
About the Role
About You
- Series 7 and 66 (63/65) licenses required.
- Insurance license required.
- Three or more years of investment sales experience.
Benefits
- Access to proprietary technology and customized services.
- Open architecture platform with access to thousands of investment products.
- Resources and expertise to help create client solutions.
- Freedom to create solutions specific to client goals.
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 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. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.