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Mutual Fund Trader at LPL Financial - ApplyBlast

Mutual Fund Trader

LPL Financial

4 days ago

3.5 on Glassdoor

Tempe, Arizona, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Mutual Fund Trader provides subject matter expertise and operational trading support for Mutual Fund, UIT, and Precious Metals products within an inbound call center environment. This role focuses on delivering exceptional service to financial advisors and their clients while offering backup support to other internal trading desks. The position requires a collaborative professional who thrives in a fast-paced setting and is dedicated to continuous improvement and client success.

Responsibilities

Provide operational trading support and execute trades for Mutual Fund, UIT, and Precious Metals products
Resolve trading inquiries and escalations for financial advisors and clients in a call center environment
Identify procedural gaps and collaborate with internal teams to improve operational efficiency and mitigate risk

Skills

Qualifications

Series 7Series 63Series 66Series 24

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.