About this role
Financial Representative at LPL Financial. Location: Fort Mill or Charlotte. Role: delivering advice, executing transactions, preparing reports Requirements: Bachelor's degree or equivalent experience, Series 7 and Series 63+65 or 66 licensure, 1+ years client experience in financial services, strong phone-based relationship and transaction skills, proficient with Microsoft Office and web applications. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English