About this role
Financial Representative at LPL Financial. Location: Austin, Texas, United States. Role: delivering advice, handling transactions, preparing reports Requirements: Requires Series 7 and Series 63/65 or 66, bachelor’s degree or equivalent experience, 1+ years direct client experience in financial services, strong phone/service skills and Microsoft Office proficiency. Category: Sales Seniority: Entry Level Tools: Microsoft Office Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English