About this role
Senior Financial Representative at LPL Financial. Location: Richmond, Virginia, United States. Role: providing service, maintaining book, delivering advice Requirements: Bachelor's degree or equivalent experience; Series 7 and 63 plus 65 or 66; 2+ years direct client experience in financial services; strong telephone relationship skills and Microsoft Office proficiency. Category: Sales Seniority: Entry Level Tools: Microsoft Office Certifications: series 7, series 63, series 65, series 66, cfp, life & health Commitment: Full Time Workplace: Onsite Languages: English