Group Retirement Plan Specialist
LPL Financial(12 days ago)
About this role
The Wealth Advisor Group Retirement Plan Specialist role at LPL Financial supports the development and management of a team-based advisory model for group retirement plans. The position involves working closely with clients and internal teams to ensure compliant delivery of services, provide investment solutions, and foster strong client relationships.
Required Skills
- FiduciaryToolkit
- Salesforce
- Customer Service
- Investment Strategies
- Retirement Plans
- ERISA
- DOL Regulations
- 401k
- Mutual Funds
- Financial Planning
About LPL Financial
lpl.comA 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.
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