Compensation
$23 – $39/hr
This role involves assisting financial advisors at LPL Financial to effectively utilize various products and services tailored to client needs. Key responsibilities include educating advisors on platform usage, consulting on client scenarios, collaborating with stakeholders, and fostering advisor growth. The ideal candidate will possess strong product knowledge, a passion for client service, and an understanding of the financial services industry.
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financial servicesSan Diego, CA, US5001-10000
LPL Financial is a Fortune 500 firm and an independent broker-dealer supporting financial advisors and their clients. Its purpose is to empower financial advisors to deliver personalized advice by providing solutions, customer service, and technology. The company’s technology work includes designing, building, and delivering fintech solutions that impact clients’ financial futures. LPL offers competitive compensation, benefits, and recognition programs, and describes its compensation strategy as market-informed, business driven, and transparent.
Who they serve
LPL Financial supports financial advisors and their clients.