
5001 - 10000 funcionários
Fundada em LPL Financial
💼 Consultoria
🛡️ Seguros
💸 Finanças
Consulting • Insurance • Finance
A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.
🕒 4 dias atrás
🦌 Connecticut, Florida, +16 estados a mais – Remoto
💵 $99.086 - $165.109 / ano
⏰ Tempo Integral
🟢 Júnior
🟡 Pleno
👔 Gerente
🚫👨🎓 Sem graduação necessária
🦅 Patrocina Visto H1B
👻 Score fantasma 0%
🗣️🇺🇸🇬🇧 Inglês obrigatório
Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

5001 - 10000 funcionários
Fundada em LPL Financial
💼 Consultoria
🛡️ Seguros
💸 Finanças
Consulting • Insurance • Finance
A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.
• Lead employee affiliation branch office support staff • Directly manage Client Service Associates and office support staff • Coordinate Financial Advisor support efforts delivered through Client Service Associates, Service and Operations Teams • Collaborate with business partners to support expansion of the national employee affiliation footprint • Manage compensation, performance, time management, capacity planning, goal setting, and career development for branch office support staff • Foster coaching, learning, and development focused on advisor satisfaction • Contribute to branch office support staff hiring strategy, including identification, attraction, onboarding, and retention • Drive continuous improvement in the branch administration function based on advisor needs • Liaise between advisors and LPL service and operations • Advocate for advisor and client needs and oversee case managers handling complex and high-priority issues • Execute support staff training programs and implement improvements based on feedback • Partner with the National Branch Manager on administrative program design and implementation
• 2+ years brokerage/financial services industry knowledge • FINRA Series 7/66 or completion of licenses within 90 days • 2+ years of financial services experience across both W2 and 1099 advisor models • Ability to travel up to 40% throughout the year • Strong branch operations background • Proven ability to lead work efforts across multiple internal organizations • Strong customer focus • Excellent verbal and written communication skills • Extremely organized • Strong analytical and strategic planning skills • Relationship management skills • Ability to independently and efficiently manage multiple concurrent projects in a fast-paced environment • Experience collaborating with and leading individuals across functional areas • Ability to establish productive relationships with business partners at all levels • FINRA Series 24, 9/10 preferred • Bachelor’s degree, preferably in Business, Accounting or Finance
• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package
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