Lpl Financial
Overview
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. Join to apply for the
Investment Product Consultant
role at
LPL Financial .
Are you interested in being part of a team that is transforming and doing things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. 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. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Responsibilities
Work directly with advisors to help them with portfolio construction and product selection
Support new product training and assist advisors with understanding product features, suitability requirements, alternative options and pricing
Maintain up-to-date knowledge of product inventory, industry trends, and strategic relationships/partnerships
Maintain a working knowledge of the different investment offerings available through the various advisory and brokerage platforms at LPL
Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Product Desk team
Learn to navigate basic systems, trading tools, help centers and new business processes
An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
Interest in growing a career within Wealth Management
A variety of basic investment product knowledge and a hunger to become a deep subject matter expert
A commitment and passion around helping our advisors grow their practices
The ability to operate in partnership with other teams across the organization
Ability to operate independently to advance projects and handle advisor escalations
What are we looking for? 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 .
Requirements
Bachelor's degree in a Finance related major or 3 years of related experience in the financial services industry
FINRA Series 7/66 or ability to get licensed within first 6 months
Core Competencies
Excellent oral and written communication skills
Must have a strong customer service focus
Ability to multitask with good time management skills
Thorough and detail-oriented with strong investigative skills
Trusted to work with stakeholders at all levels
Ability to work well individually and as part of team
Preferences
1-2 years of previous customer service / customer facing experience
1-2 years of financial services or investment services experience
Pay Range $26.00-$43.33/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Seniority level
Entry level
Employment type
Full-time
Job function
Product Management and Marketing
Referrals increase your chances of interviewing at LPL Financial by 2x
Sign in to set job alerts for “Product Consultant” roles.
#J-18808-Ljbffr
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. Join to apply for the
Investment Product Consultant
role at
LPL Financial .
Are you interested in being part of a team that is transforming and doing things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. 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. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Responsibilities
Work directly with advisors to help them with portfolio construction and product selection
Support new product training and assist advisors with understanding product features, suitability requirements, alternative options and pricing
Maintain up-to-date knowledge of product inventory, industry trends, and strategic relationships/partnerships
Maintain a working knowledge of the different investment offerings available through the various advisory and brokerage platforms at LPL
Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Product Desk team
Learn to navigate basic systems, trading tools, help centers and new business processes
An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
Interest in growing a career within Wealth Management
A variety of basic investment product knowledge and a hunger to become a deep subject matter expert
A commitment and passion around helping our advisors grow their practices
The ability to operate in partnership with other teams across the organization
Ability to operate independently to advance projects and handle advisor escalations
What are we looking for? 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 .
Requirements
Bachelor's degree in a Finance related major or 3 years of related experience in the financial services industry
FINRA Series 7/66 or ability to get licensed within first 6 months
Core Competencies
Excellent oral and written communication skills
Must have a strong customer service focus
Ability to multitask with good time management skills
Thorough and detail-oriented with strong investigative skills
Trusted to work with stakeholders at all levels
Ability to work well individually and as part of team
Preferences
1-2 years of previous customer service / customer facing experience
1-2 years of financial services or investment services experience
Pay Range $26.00-$43.33/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Seniority level
Entry level
Employment type
Full-time
Job function
Product Management and Marketing
Referrals increase your chances of interviewing at LPL Financial by 2x
Sign in to set job alerts for “Product Consultant” roles.
#J-18808-Ljbffr