Hiring: Associate Financial Representative Company: LPL Financial Location: Rockville, MD Job Posted Time: 2026-09-15 12:37:14 Target Skills & Keywords : Microsoft Office, Series 7, Wealth Management About the job Experience: •Previous Experience as a financial advisor •Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered Required Skills: •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 Qualifications: •Bachelor's 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 •Demonstrated capacity to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!