Trading Consultant
LPL Financial(1 month ago)
About this role
As a Consultant on the Rebalancing and Model Management Trading Support Desk at LPL Financial, you will provide trading support to financial advisors, ensuring high-quality service experiences. This role emphasizes creating a reliable support system for clients to help them grow their practices, requiring adaptability to competing priorities.
Required Skills
- Trading Support
- Customer Service
- Financial Advisory
- Market Knowledge
Qualifications
- 2 to 5 years of Financial Services Experience
- 1 plus years of customer service experience
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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