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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.
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ROLE OVERVIEWAs a Senior Financial Analyst you will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. KEY RESPONSIBILITIESStrategic Business PartnerUtilize data to tell a story and drive insights while tailoring messaging based on the audienceCreate accurate, compelling, and effective high-level presentations for executivesCollaborate with varying levels of business leadership and Finance colleaguesIn partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.
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To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Experience in public accounting and/or broker-dealers. Experience working with auto-reconciliation tools, e.g. Trintech or Blackline. in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
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Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirementsDelivering a high quality customer service experience during each customer interactionBuilding strong relationships with retail branch staff, supporting and motivating their referral efforts.
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Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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We are steadfast in our commitment to the advisor centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. Ability to effectively manage time and program costs through activity duration, sequencing, estimating, schedule development and control, resource planning and cost estimating and budgeting and control using program management practices.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Zacks Trade is an online broker serving active stock and option traders located in US and overseas. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
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Minimum of 6-7 years experience working in-house at a broker/dealer, securities related regulatory entity, or a law firm, and preferably significant exposure to litigation practices and procedures.
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This dynamic financial powerhouse revolutionizes the trading game through its cutting-edge online brokerage services. Offering an exhilarating platform, users can seamlessly navigate the stock, options, and ETF markets with real-time data and powerful charting tools.
$150,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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This includes financial analysis, underwriting, monitoring, collections, and reporting. We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
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A bit about us:This dynamic financial powerhouse revolutionizes the trading game through its cutting-edge online brokerage services. In-depth understanding and experience with Series 27 license requirements and compliance standards related to broker-dealer operations.
$150,000 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Ensure an exemplary enterprise client experience by coordinating with internal partners through discussion, demonstration, and leading by example to meet and exceed expectations; Support strategic initiatives and execution of our enterprise business model expansion and program management deliverables.
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