Associate Financial Representative
LPL Financial is hiring for Associate Financial Representative in Fort Mill/Charlotte. On-site, Junior level. First seen November 6, 2026, posted 2 times; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
With Destava: How well do you fit? · Tailor my résumé · Write a cover letter
- Company
- LPL Financial
- Where
- Fort Mill/Charlotte
- Arrangement
- On-site
- Level
- Junior
- First seen
- November 6, 2026
- Postings
- 2
- 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. The start date for this position is 1/11/2027. 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…
Read more and apply on LPL Financial's site
More jobs like this
Wealth Sales & Service Consultant - Sports & Entertainment Group
Save to applyOverstaff Financial Services Representative
Save to applyOverstaff Financial Services Representative
Save to applyAssociate, Global Client Group (Enterprise)
Save to apply
See all 69 Securities, Commodities, and Financial Services Sales Agents jobs in Charlotte
A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for associate financial representative jobs in Fort Mill/Charlotte, new matches every morning on your own account.
This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.