Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $25.20 - $42.01
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
401K Matching
Paid Time Off
Volunteer time off
employee stock options
Job Description
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the United States, recognized for its leadership in the financial advisor-mediated marketplace. The company supports over 29,000 financial advisors and the wealth-management practices of more than 1,100 financial institutions. Collectively, these advisors and institutions manage approximately $1.9 trillion in brokerage and advisory assets on behalf of roughly 7 million Americans. LPL Financial provides a comprehensive range of advisor affiliation models, investment solutions, fintech tools, and practice management services. These offerings allow advisors and institutions the flexibility to choose business models, services, and technology resources that... Show More
Job Requirements
- 3-5 years experience working in a corporate environment
- Experience in travel coordination or planning
- Bachelor’s degree preferred
- Ability to maintain professionalism and customer service
- Must be precise and detail-oriented
- Superior communication skills
- Proactive and comfortable working in fast-paced environments
- Proficient in Microsoft Office applications
Job Qualifications
- 3-5 years experience in a corporate environment
- Experience in travel coordination or planning
- Strong organizational skills
- Excellent attention to detail
- Superior in-person, phone, and written communication skills
- Proficiency in Microsoft Office applications including Outlook, Excel, Word, and PowerPoint
- Ability to interact effectively with senior management and all staff levels
- Proactive attitude
- Ability to multi-task in a fast-paced environment
Job Duties
- Logistical planning and coordination of home office visits for prospective advisors including calendar management
- Travel arrangements
- Agenda construction and scheduling
- Manage overall client experience during visits
- Coordinate sales meetings
- Build and maintain relationships with vendors such as hotels, car services, and travel agencies
- Handle reporting, expense accounts, and calendar management
- Partner with other departments within LPL to accomplish responsibilities
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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