Trading Consultant

LPL Financial(1 month ago)

San Diego, CAOnsiteFull TimeMedior$72,080 - $120,140Financial Services

About this role

Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality service experience. The position emphasizes creating a reliable support system for clients to grow their practice while being flexible and adaptable to competing priorities.

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Required Skills

Customer Service
Trading Support
Financial Services
Agile Project Management

Qualifications

2 to 5 years of Financial Services Experience
1 plus years of customer services/call center environment experience

About LPL Financial

lpl.com

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.

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