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Lpl Financial Work Values
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Daily Duties at Lpl Financial:
► Effective in developing rapport with LPL advisors while taking corrections calls, and resolving issues quickly and efficiently. ► Worked directly with Mutual fund companies across the industry, in processing L.O.I and R.O.A breakpoint trade corrections. ► In depth knowledge of Mutual Funds, Beta, Siebel, correcting trades. ► Trusted by management with quantitative skills and accuracy in processing all types of corrections.
What they like about Lpl Financial:
You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.
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 : 1 year
Average salary of employees: $65,000
These are some of the questions we asked our climbers about their experiences with Lpl Financial:
| 05| | ||
| 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 |
