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.
Solution Consultant - Financial Services
The Solution Consultant provides pre-sales support in the development and presentation of our financial reporting solutions for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. The solutions relevant to this role are bespoke to th...
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. ...
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. ...
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...
Sr. Financial Functional Consultant - Workday Adaptive Planning - Workday Success Plans
Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. Our team of professionals have a broad and deep understanding of Workday Financials & Adaptive Planning. Proficiency in creating and managing budgets, forecasts, and financial mo...
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 Implementation Consultant (Healthcare)
The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Senior Functional Consultant, you will play ...
Financial Representative Trainee (Sales) - Des Moines, IA
Financial Representative Trainee (Sales) - Des Moines, IA. Sales, Early Career Programs, Financial Representative Trainee. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual...
Entry Level Sales Consultant
Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing connections with business owners and key decision-makers within small to medium-si...
Sr. Business System Analyst
Business System Analyst role supports the Business by working with Business Management, Subject Matter Experts, Product Owners, Project Managers, Technical Leads and Developers to provide Business Needs Analysis, Requirements elicitation, Requirements elaboration and Use Case/Story development. Form...