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Financial Consultant
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- This technical and professional position is responsible for selling LPL Financial approved planning products (e.g., mutual funds, stocks, bonds, annuities, life insurance, etc
- This position has a dual employment relationship with LPL Financial and the bank.
- This position has access to extremely sensitive information and confidential data and is expected to exercise professionalism and confidentiality in all relevant matters.
- The position adheres to all LPL and bank policies and procedures, especially as they apply to brokerage firms.
- Work is performed within the framework of standard guidelines; however, a high level of independent judgment and discretion is required in performing assigned tasks.
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