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Financial Advisor

Company: LPL Financial
Location: Owings Mills
Posted on: January 14, 2018

Job Description:

Job DescriptionWe are seeking a Financial Advisor, with a clean record, to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base​Qualifications:
    • Previous experience in banking, financing, or other related fields
    • Familiarity with investment products and services
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skillsCompany DescriptionLPL Financial is the second largest independent broker-dealer in the United States. As of 2016 the company had more than 14,000 financial advisors, over $500 billion in advisory & brokerage assets, and generated approximately $4 billion in annual revenue for the 2016 fiscal year. [Wikipedia]

      Keywords: LPL Financial, Baltimore, Financial Advisor, Accounting, Auditing, Owings Mills, Maryland

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