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58730608 230829360 The primary role of the Client Service Associate (CSA) is ...
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to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Primary role responsibilities include but are not limited to: Answer phones, schedule appointments,...
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Workkeys
Applied Math
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Graphic Literacy
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58236363 230236682 Your career path should lead to real opportunity LPL ...
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Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Premier Bank in Defiance, OH would allow you to join the Investment Program at Premier Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Premier Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage...
Location:
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Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
58435835 230438088 Territory:Bank Branch program in Cleveland, Ohio A ...
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About the job:
Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
58236364 230236701 Your career path should lead to real opportunity LPL ...
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Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Civista Bank in Beachwood, OH would allow you to join the Investment Program at Civista Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Civista Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
57375880 229994207 Your career path should lead to real opportunity LPL ...
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Summary
About the job:
Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Premier Bank in Columbus, OH would allow you to join the Investment Program at Premier Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Premier Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
46320296 229990480 Territory:Upon hire this advisor must be local to ...
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About the job:
Cleveland, Ohio A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
46320368 229990556 Your career path should lead to real opportunity LPL ...
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About the job:
Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at The Citizens National Bank in Lima, OH would allow you to join the Investment Program at The Citizens National Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at The Citizens National Bank supports the local community with a complete menu of financial services. You will join a team that is...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
50453784 229990698 Your career path should lead to real opportunity LPL ...
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About the job:
Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Superior Credit Union in Cincinnati, OH would allow you to join the Investment Program at Superior Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Superior Credit Union supports the local community with a complete menu of financial services. You will join a team that...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
49483325 229990686 Territory:Bank Branch program in Cleveland, Ohio A ...
Details
Summary
About the job:
Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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State: OH
Company Name: LPL Financial LLC
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