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Summary
About the Role
About You
- Minimum 3 years in financial services, preferably in a client support role.
- Active Series 7 or Series 66 (or Series 63, 65 combo).
- Strong organizational skills and attention to detail.
- Strong problem-solving skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- High level of professionalism, discretion, and ethical conduct.
- Robust understanding of financial products and services.
- Ability to execute trades and discuss investment recommendations within compliance limits.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office and financial CRM software.
- Bachelor’s degree in finance, business, or accounting.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.