Associate Financial Representative

Company

LPL Financial

Where

Denver CO - Field Mgmt

Level

Junior

First seen

October 20, 2026

Listed via

Workday

What the posting says

The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. 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…

Read more and apply on LPL Financial's site

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