Research Desk Associate

San Diego, CA 92121, United States

Job Description

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Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: As associate of the ASK Research Desk, you will support LPL Financial\xe2\x80\x99s advisors, and internal partners, via phone and email with questions regarding everything our Research team manages. This includes product insights, model construction, market commentary, current economic highlights, platform support, and marketing pieces. You will be responsible for training, inspiring, and engaging your team members in a manner consistent with LPL Financial\xe2\x80\x99s values. Responsibilities:
  • Timely and accurately answer advisor\xe2\x80\x99s questions via inbound phone line or via the team\xe2\x80\x99s email box
  • Participate in training with the Research team to stay updated on market trends and firm initiatives
  • Assist and advise members of internal business units to aid in their advisor interactions and campaigns
  • Utilize the principles of continuous improvement and advisor feedback to streamline and enhance processes and procedures
  • Partnering with leadership in the Research organization to assist with different initiatives that will help develop talent
  • Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
  • Lead from the front and embody the firm\xe2\x80\x99s mission and values \xe2\x80\x93 and understand how to educate and reinforce
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:
  • 1-3 years\xe2\x80\x99 previous experience within the financial services industry
Core Competencies:
  • Positive, customer-focused attitude and demeanor with desire to provide outstanding service
  • Superior communications skills, both verbal and written
  • Ability to cogently explain and discuss financial information to different audiences
  • Desire to contribute to the success and growth of an organization
  • Interest in continued development of analytics to measure effectiveness of team\xe2\x80\x99s efforts
  • Proficiency in Microsoft Office Suite
Preferences:
  • FINRA Series 7 and 66 strongly preferred (if not already held, passing exams to obtain licenses will be required soon after hiring)
  • Financial industry or service-related certifications are a plus
LPL Financial ASK Research provides market, investment, and portfolio advice to our independent advisors. Our mission is to be a trusted partner to our advisors who provide investors with choices to help meet their financial goals. In this endeavor, our sole motivation is to provide stellar due diligence and investment management advice as a partner for those advisors who manage client assets themselves or as a portfolio manager for those advisors who want to leverage our experience.
Pay Range:
$27.71-$41.57/hour
The salary range is dependent on a number of factors, including the applicant\xe2\x80\x99s skill, experience, and work location.


Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation\xe2\x80\x99s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it\xe2\x80\x99s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life\xe2\x80\x99s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant\xe2\x80\x99s bank or credit card. Should you have any questions regarding the application process, please contact LPL\xe2\x80\x99s Human Resources Solutions Center at (800) 877-7210.

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Job Detail

  • Job Id
    JD4252307
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    San Diego, CA 92121, United States
  • Education
    Not mentioned