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Lpl Financial Work Values
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Daily Duties at Lpl Financial:
Developed a reconciliation process to transition Carson Wealth Management’s (LPL Financials largest Advisory Branch) performance reporting system to LPL’s new Consolidated Client Reporting tool. Primary relationship contact for all reconciliation related issues for Carson Wealth Management’s Client Update Coordinator. Helped to train up a team of additional reconciliation specialists to help support Carson Wealth Management’s escalation of the conversion deadline for reconciled reports. Key member of the advisory accounting team in helping to reconcile data for LPL’s client/advisor monthly and quarterly performance reports, with SS&C’s Portia Portfolio & Accounting software and Microsoft Access.
What they like about Lpl Financial:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
mutual funds, managed accounts, trading, rebalancing, withdrawals, Advisory Compliance, Microsoft Access, Microsoft Excel, Microsoft Word, Consultant, Siebel, Thomson BETA, Vestmark, Portia, Stellent, Investments, Risk Management, Portfolio Management, equities, fixed income, Series 6, Series 7, Series 63, Series 65, Series 24, CFP, San Diego, Denver, Colorado Springs
Information about Lpl Financial
Company Rank: Not Available
Average length of employment : 13 years
Average salary of employees: $65,000
These are some of the questions we asked our climbers about their experiences with Lpl Financial:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Lpl Financial had these interests:
| Magazines | |
|---|---|
Financial-Planning Magazine |
To deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. |
| Websites | |
| LinkedIn http://www.linkedin.com/in/mattshermancfp/ |
A business-oriented social networking service. Founded in December 2002 and launched on May 5, 2003, it is mainly used for professional networking. |
| Twitter https://twitter.com/MattSherman4 |
An online social networking and microblogging service that enables users to send and read short 140-character text messages, called "tweets". |
| Investment News http://www.investmentnews.com/ |
To provide financial advisers with the industry's most informative practice management studies and benchmarking reports. |
| Kitces http://www.kitces.com/ |
Advancing Knowledge in Financial Planning |
