Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
About the role
- Advisory Consultant supporting financial advisors to drive adoption of LPL platforms. Engaging with clients and partners to enhance growth and improve service delivery.
Responsibilities
- Drive greater adoption of LPL Advisory platforms
- Partner directly with various LPL Client Success Managers (CSM)
- Consult with advisors to segment their client base and identify opportunities for growth
- Increase adoption and implementation of supporting tools and resources
- Spend 25% of your time in the field interacting with clients
- Conduct 16-20 meetings per week
- Present at regional and national conferences
- Partner with other LPL business units and sponsor firms for educational resources
Requirements
- 7+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
- FINRA Series 7 and 66 (or both 63 and 65)
- Exceptional communication skills including virtual and live presentation skills
- Demonstrated sales success
- Extensive Financial Services experience
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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