Teams at LPL Financial

Work alongside an LPL Advisor to support portfolio trading, develop financial plans, analyze client data, prepare communications, ensure compliance, prospect clients, and adopt tools to grow client relationships and transition into a Financial Advisor role.

Serve as a relationship manager and strategic consultant to bank and credit union wealth programs. Support growth initiatives, advisor recruiting and retention, performance analysis, implementation of strategic and technology initiatives, and promote risk/compliance to drive program profitability and client outcomes.