LPL Financial

Trading Consultant

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • South Carolina • United States

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Salary

💰 $35 - $58 per hour

About the role

  • Provides system support and guidance to advisors regarding our systems, including model management, rebalancing functionality, and block trading tools.
  • Maintains a working knowledge about equity, option, ETF, and mutual fund products, the markets, and keeps understanding of the market impact and execution complexities of large trades.
  • Assists 20-35 inbound calls a day.
  • Works closely with the Business Transition Partners (Recruiting) team to showcase Enhanced Trading’s capabilities to prospective LPL Financial advisors and then help them train and onboard the advisor once in the onboarding process.
  • Rebalancing consultants will support advisor-facing virtual demonstrations, educational workshops around key functionality and partner with Technology agile project management.

Requirements

  • 2 to 5 years of Financial Services Experience
  • 1 plus years of customer services/call center environment experience
  • Knowledge of Mutual Funds, equities and options
  • Knowledge of trading regulations and requirements
  • Experience with Jira Project Management software and QA/UAT testing is a plus
  • A strong background or experience in agile project management, public speaking, coaching, and talent development is a plus
  • Series 7 preferred
  • Strong MS Office skills required and Beta, Siebel, ClientWorks, or other trading platform experience preferred
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services experiencecustomer servicecall center experienceknowledge of mutual fundsknowledge of equitiesknowledge of optionstrading regulationsagile project managementQA testingUAT testing
Soft Skills
public speakingcoachingtalent development
Certifications
Series 7