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Alternative Investments Trading Associate at LPL Financial - ApplyBlast

Alternative Investments Trading Associate

LPL Financial

3 months ago

3.5 on Glassdoor

Tempe, Arizona, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Alternative Investments Trading Associate works in a call‑center environment supporting financial advisors and their clients with alternative investment trade execution, education, and issue resolution. The role involves handling inbound and outbound calls, providing product knowledge, ensuring compliance, and contributing to process improvements and special projects.

Responsibilities

Handle inbound and outbound calls for advisors and clients
Educate advisors and clients on alternative investment products and processes
Resolve complex trade issues and implement long‑term solutions
Perform quality control on completed items and provide peer feedback
Assist with testing order entry platforms and contribute to special projects

Skills

Qualifications

Bachelor's degreeSIESeries 7

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.