Consultor Especialista em Gestão e Liderança na Capco com experiência em Power Platform. Responsável por construir e evoluir apps Canvas e automação de processos.
About the role
- Internal Advisory Consultant at LPL Financial assisting financial advisors in adopting fee-based platforms. Requires collaboration and expertise in the Financial Services Industry to drive success.
Responsibilities
- Provide comprehensive case consultations in which individual clients/prospects are researched on behalf of the advisor
- Drive adoption of LPL's fee-based platforms and marketing efforts among financial advisors
- Conduct Advisory Platform Education and Point of Sale Support
- Perform Practice Analysis
Requirements
- Bachelor’s Degree
- 3+ years in the Financial Services Industry preferred
- FINRA Series 7 and 66 (or 63 and 65) required
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
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