LPL Financial
The Mutual Fund Trader provides expert support for Mutual Fund, UIT, and Precious Metals products, handling trading inquiries, order placement, and issue resolution in an inbound call center environment. The role collaborates with advisors, internal teams, and external partners to ensure efficient, compliant trading operations and a high‑quality client experience.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for LPL Financial.
21% below the average for this role
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