Group Retirement Plan Specialist
LPL Financial
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.
Skills
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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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$81k – $135k
per year