This technical and professional position is responsible for selling LPL Financial approved planning products (e.g., mutual funds, stocks, bonds, annuities, life insurance, etc.
This position has a dual employment relationship with LPL Financial and the bank. This position has access to extremely sensitive information and confidential data and is expected to exercise professionalism and confidentiality in all relevant matters.
The position adheres to all LPL and bank policies and procedures, especially as they apply to brokerage firms. Work is performed within the framework of standard guidelines;
however, a high level of independent judgment and discretion is required in performing assigned tasks.
Position Requirements :
Possess a four-year college degree from an accredited university or institution with a major area of study.
Possess a minimum of two years of professional work experience as a Financial Planner or Broker / Dealer.
Plus, additional education and / or training.
Possess proper licensing and / or willing to acquire proper licensing.
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