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LPL Financial (Nasdaq: LPLA) is one of the fastest-growing Fortune 500 financial services firms, and the industry-leader in the markets we serve. At LPL, we believe that objective financial guidance is a fundamental need for everyone.
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Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients. Running client review investment reports and financial planning summaries.
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The Summit Financial Advisors program is available through a partnership with TruStage and LPL Financial, the largest independent broker-dealer in the U.S. Officially an employee of TruStage, you'll be supported by this strong, combined partnership with over 200 years of experience and the resources of all three highly reputable companies.
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Job Overview:As a Service Professional at LPL Financial, you will have the opportunity to learn financial services industry in a rich, supportive and entry level role that provides a deep experience and will be a catalyst for a career on one of the fastest growing industries.
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Financial services experience; LPL preferred. If so, Pence Financial Group is the place for you. Financial services experience; LPL preferred. As a Client Service Specialist, you will be the primary contact person for the team.
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Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial.
$40,000 - $80,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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This employment opportunity at United Community Bank in Huntsville, AL would allow you to join the Investment Program at United Community Bank as a Financial Advisor associated with LPL Financial.
$50,000 - $100,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Experience with LPL and. Escalate problems or client issues and bring to the attention of the Financial Advisor as required. Provide various business reporting as and when required by the Senior and/or Managing Financial Advisor for review and/or discussion.
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Today, LPL is a leader in the markets we serve, supporting more than 23,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
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Previous experience working on the LPL platform is preferred. The company aims to help individuals, couples, and families achieve their financial goals through education and long-lasting relationships.
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This employment opportunity at Boeing Employee Credit Union in Redmond, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial.
$48,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Proficiency with KWB and LPL Financial technology. KWB Wealth is an independent Registered Investment Advisor (RIA) based in Southern California that provides personalized financial planning and investment management services to individuals, families, and businesses.
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As a valued member of LPL Financial, an industry leading firm in the financial services industry, the AC will be able to make significant contributions to the firm and its clients.
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This employment opportunity at TruStage located at Advia Credit Union in Beloit, WI would allow you to join Advia Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
$60,000 - $150,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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This role is responsible for selling financial products and services through the bank's Broker-Dealer, LPL Financial, to clients for investment purposes including mutual funds, insurance, and annuity products.
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