Financial Consultant
Job Description
Job Description
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.
Oracle Financial Consultant
ROLE: Oracle JDE finance Consultant. ...
Workday Certified Financials QTC Consultant/Team Lead
We are Accenture, a global professional services company, searching for a Workday FINs QTC Consultant. Architect Workday Financials QTC solution to ensure that all work streams are cohesive and cross functional impacts are considered and mitigated. Workday Financials Partner Certification. Minimum o...
Consultant, Nurse Disability
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Requisition #:** 73822**The Role at a Glance**We are ...
Workday Certified Financials R2R Consultant - Education & Government
Architect Workday Financials R2R solution to ensure that all work streams are cohesive and cross-functional impacts are considered and mitigated. Workday Financials Partner Certification. Minimum of 2 years of hands on Workday Financials experience. Minimum of 2 years of US and/or Global Financials ...
Principal Consultant, Financials Functional
Key characteristics of Oracle Functional Consultants are finding the joy in connecting the dots between people, processes, and technology, taking pride in accomplishing your mission for the client with time to spare, and thriving in a collaborative environment with a diverse team of consultants work...
Workday Certified Financials P2P/S2P Consultant
Workday Financials P2P/S2P Consultant. Workday Financials P2P/S2P Consultant,. From rapid deployments to entire transformations, you'll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. Support the Financi...
Senior Workday Financials Consultant (multiple positions)
Senior Workday Certified Financials Consultant (multiple openings). In this lead-level role, you will be responsible for overseeing the complete implementation lifecycle of Workday Financials modules, supporting our clients through the entire lifecycle of Workday implementations and ensuring project...
SR Financial Functional Consultant - Workday Success Plans - Spend Management
Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...
Financial Consultant
This technical and professional position is responsible for selling LPL Financial approved planning products (e. This position has a dual employment relationship with LPL Financial and the bank. Possess a minimum of two years of professional work experience as a Financial Planner or Broker/Dealer. ...
Senior Financial Functional Consultant - Advisory Workday Success Plans
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...