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Mutual Fund Trader at LPL Financial - ApplyBlast

Mutual Fund Trader

LPL Financial

5 months ago

3.5 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

A Mutual Fund Trader at LPL Financial provides operational trading support to financial advisors and clients in an inbound call center environment, supporting trading inquiries and assisting with systems troubleshooting.

Responsibilities

Supporting Advisors, clients, and internal business partners with trading inquiries
Assisting internal employees through knowledge sharing and problem resolution
Participation in team meetings to build trust and cooperation
Building and leveraging relationships with internal departments and vendors
Identifying and resolving procedural gaps and technology incidents

Skills

Qualifications

Series 7 and 63 (or 66) requiredRegistration in all US States & Territories is required upon hire

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.