Product Desk Associate

Job Overview :

The Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions, and the Product Desk within WMS is designed to help our advisors navigate our diverse product offerings, helping enable them to choose the right solutions for their clients.

This Investment Product Consultant role is advisor facing and will allow you the opportunity to learn the Wealth Management business and provide exposure to all facets of investment product management.

Responsibilities :

Responsible for answering inbound calls and emails from advisors and assisting them with their questions on a variety of product types including : Annuities, Alternative Investments, Structured Products, Mutual Funds, ETFs, SMAs, TAMPs and Retirement Products.

Work directly with advisors to help them with portfolio construction and product selection

Support new product training and assist advisors with understanding product features, suitability requirements, alternative options and pricing

Maintain up-to-date knowledge of product inventory, industry trends, and strategic relationships / partnerships

Maintain a working knowledge of the different investment offerings available through the various advisory and brokerage platforms at LPL

Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Product Desk team

Consulting at in-person and remote meetings with advisors and across internal service and sales teams.

Learn to navigate basic systems, trading tools, help centers and new business processes

An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment

Interest in growing a career within Wealth Management

A variety of basic investment product knowledge and a hunger to become a deep subject matter expert

A commitment and passion around helping our advisors grow their practices

The ability to operate in partnership with other teams across the organization

Ability to operate independently to advance projects and handle advisor escalations

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements :

1+ year of experience in a customer service-oriented environment

3 days in office required

FINRA Series 7 / 66 or ability to get licensed within first 6 months

Core Competencies :

Excellent oral and written communication skills

Must have a strong customer service focus

Ability to multitask with good time management skills

Thorough and detail-oriented with strong investigative skills

Trusted to work with stakeholders at all levels

Ability to work well individually and as part of team

Preferences :

Bachelor's degree in a Finance related major preferred

Previous customer service / customer facing experience

Financial services or investment services experience

Pay Range :

$25.38-$42.31 / hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!