Product Desk Associate

2 months ago

Knoxville, Tennessee, United States tapwage Full time
Are you interested in being part of a team that is working to transform and do things differently? Do you thrive in a fast-paced, advisor-focused organization? Are you eager to be part of a growing team? Excited to learn more? If so, then this could be the role for you

LPL Financial (Nasdaq:
LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.

And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:


The Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions, and the Product Desk within WMS is designed to help our advisors navigate our diverse product offerings, helping enable them to choose the right solutions for their clients.

This Investment Product Consultant role is advisor facing and will allow you the opportunity to learn the Wealth Management business and provide exposure to all facets of investment product management.


Responsibilities:

  • Responsible for answering inbound calls and emails from advisors and assisting them with their questions on a variety of product types including: Annuities, Alternative Investments, Structured Products, Mutual Funds, ETFs, SMAs, TAMPs and Retirement Products.
  • Work directly with advisors to help them with portfolio construction and product selection
  • Support new product training and assist advisors with understanding product features, suitability requirements, alternative options and pricing
  • Maintain uptodate knowledge of product inventory, industry trends, and strategic relationships/partnerships
  • Maintain a working knowledge of the different investment offerings available through the various advisory and brokerage platforms at LPL
  • Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Product Desk team
  • Consulting at inperson and remote meetings with advisors and across internal service and sales teams.
  • Learn to navigate basic systems, trading tools, help centers and new business processes
  • An understanding of the financial services industry and a willingness to operate in a dynamic, fastpaced, customerdriven environment
  • Interest in growing a career within Wealth Management
  • A variety of basic investment product knowledge and a hunger to become a deep subject matter expert
  • A commitment and passion around helping our advisors grow their practices
  • The ability to operate in partnership with other teams across the organization
  • Ability to operate independently to advance projects and handle advisor escalations
What are we looking for?

We want strong collaborators who can deliver a world-class client experience.

We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


Requirements:

  • 1+ year of experience in a customer serviceoriented environment
  • 3 days in office required
  • FINRA Series 7/66 or ability to get licensed within first 6 months

Core Competencies:

  • Excellent oral and written communication skills
  • Must have a strong customer service focus
  • Ability to multitask with good time management skills
  • Thorough and detailoriented with strong investigative skills
  • Trusted to work with stakeholders at all levels
  • Ability to work well individually and as part of team

Preferences:

  • Bachelor's degree in a Finance related major preferred
  • Previous customer service / customer facing experience
  • Financial services or investment services experience

Pay Range:
$25.38-$42.31/hour


Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.

We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.


Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? [Watch this])

We take social responsibility seriously. [Learn more here])

Want to see info on our benefits? [Learn more here])

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:


LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.

During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card.

Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at

  • Front Desk Associate

    3 days ago

    Knoxville, Tennessee, United States Crunch Fitness - CR Holdings Full time

    Job OverviewCrunch Fitness - CR Holdings is seeking a highly motivated and enthusiastic Front Desk Associate to join our team. As a Front Desk Associate, you will be the first point of contact for our members and guests, providing exceptional customer service and ensuring a positive experience for all who visit our clubs.Key ResponsibilitiesProvide...

  • Front Desk Associate

    3 days ago

    Knoxville, Tennessee, United States Holiday Inn Express Knoxville East Full time

    Job SummaryWe are seeking a highly organized and customer-focused individual to join our team as a Guest Service Representative at Holiday Inn Express Knoxville East. As a key member of our front desk team, you will be responsible for providing exceptional service to our guests, ensuring a seamless and enjoyable stay.Key Responsibilities:Greet guests upon...

  • Front Desk Sales Representative

    3 days ago

    Knoxville, Tennessee, United States The Lash Lounge Full time

    About The Lash LoungeThe Lash Lounge is a premier salon for semi-permanent eyelash extensions with over 100 locations in the United States. We offer a complete menu of services, including eyelash extensions, refills, threading, and more.Job SummaryWe are seeking a highly motivated and experienced Front Desk Sales Associate to join our team. As a Front Desk...

  • Production Associate

    1 week ago

    Knoxville, Tennessee, United States Kelvion Products Inc Full time

    Job SummaryKelvion Products Inc. is seeking a skilled and motivated individual to join our team as a Production Associate. This role involves assembling and/or building units, working with minimal supervision and cooperating in a team environment.Key ResponsibilitiesExhibit a professional demeanor and read, understand, and follow routings and work...

  • Food Production Associate

    15 hours ago

    Knoxville, Tennessee, United States Gordon Food Service Full time

    Job SummaryGordon Food Service is seeking a highly motivated and detail-oriented Food Production Associate to join our team. As a Food Production Associate, you will be responsible for preparing sliced meats and cheeses, making sandwiches and wraps, and following all food safety and sanitation procedures.Key ResponsibilitiesPrepare sliced meats and cheeses,...

  • Production Associate

    3 days ago

    Knoxville, Tennessee, United States GRI-ALLESET INC Full time

    Job DescriptionGRI-ALLESET INC is a leading manufacturer of innovative products, and we are seeking a highly motivated and detail-oriented Production Associate to join our team.About UsGRI-ALLESET INC is a dynamic and rapidly growing company that specializes in the production of high-quality products for various industries. We pride ourselves on our...

  • Sales and Community Engagement Associate

    3 days ago

    Knoxville, Tennessee, United States StretchLab East TN Full time

    Job SummaryStretchLab East TN is seeking a highly motivated and sales-driven individual to join our team as a Sales and Community Engagement Associate. As a key member of our front desk team, you will be responsible for generating new membership sales, retaining current members, and providing exceptional customer service.Key ResponsibilitiesAssist the...

  • Sales and Community Engagement Associate

    3 days ago

    Knoxville, Tennessee, United States StretchLab East TN Full time

    Job SummaryStretchLab East TN is seeking a highly motivated and sales-driven individual to join our team as a Sales and Community Engagement Associate. As a key member of our front desk team, you will be responsible for generating new membership sales, retaining current members, and providing exceptional customer service.Key ResponsibilitiesAssist the...

  • Sales and Community Engagement Associate

    3 days ago

    Knoxville, Tennessee, United States StretchLab East TN Full time

    Job SummaryStretchLab East TN is seeking a highly motivated and sales-driven individual to join our team as a Sales and Community Engagement Associate. As a key member of our front desk team, you will be responsible for generating new membership sales, retaining current members, and providing exceptional customer service.Key ResponsibilitiesAssist the...

  • Sales Associate

    2 days ago

    Knoxville, Tennessee, United States The Lash Lounge Full time

    About The Lash LoungeThe Lash Lounge is a premier salon specializing in semi-permanent eyelash extensions, offering a comprehensive menu of services including eyelash extensions, refills, threading, and more. Our goal is to provide a warm and inviting atmosphere, prioritizing the health and care of our guests' natural lashes.Job SummaryWe are seeking a...

  • Bakery Production Associate

    5 days ago

    Knoxville, Tennessee, United States Weigel s Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Production Team Member to join our team at Weigel's Bakery. As a key member of our production team, you will be responsible for producing high-quality baked goods, including donuts and other sweet treats.Key ResponsibilitiesProduction: Assist in the production of donuts and other baked goods,...

  • Warehouse Production Associate

    2 weeks ago

    Knoxville, Tennessee, United States PrideStaff Full time

    PrideStaff - Material Handler / Freight HandlerAs a Warehouse Assembler at PrideStaff, your responsibilities will include:General Labor Duties: Engage in various tasks at your designated workstation.Inventory Management: Conduct daily assessments of materials utilized at each station.Forklift Operation: Safely load and unload shipments as necessary.Equipment...

  • Warehouse Production Associate

    2 weeks ago

    Knoxville, Tennessee, United States PrideStaff Full time

    PrideStaff is seeking a dedicated Warehouse Assembler to contribute to our operations. In this role, you will be responsible for:General Labor Tasks: Carrying out various duties at your designated workstation.Inventory Management: Keeping track of materials utilized at each station on a daily basis.Forklift Operation: Loading and unloading shipments as...

  • Production Scheduling Specialist

    1 week ago

    Knoxville, Tennessee, United States Synergy Manufacturing LLC Full time

    Job OverviewAt Synergy Manufacturing LLC, we believe in the power of collaboration.As a valued member of our team, you will enjoy:An innovative work atmosphere that fosters creativity and encourages contributions from all levels.A collaborative and results-oriented culture where every individual is recognized and valued.Competitive Compensation...

  • Warehouse Production Associate

    2 weeks ago

    Knoxville, Tennessee, United States PrideStaff Full time

    PrideStaff - Material Handler / Freight HandlerAs a Warehouse Assembler at PrideStaff, your responsibilities will include:General Labor Duties: Engage in various tasks essential for warehouse operations.Workstation Responsibilities: Execute assigned duties at your designated workstation and keep track of materials utilized at each station on a daily...

  • Production Scheduler

    2 days ago

    Knoxville, Tennessee, United States Samuel, Son & Co. Full time

    About the Role:The Production Scheduler is a key member of the Samuel, Son & Co. team, responsible for planning and scheduling assigned manufacturing lines to achieve optimal inventory levels and operational objectives. This role requires a unique blend of planning, data analysis, and business process management skills.Key Responsibilities:Develop and...

  • Digital Banking Specialist

    3 days ago

    Knoxville, Tennessee, United States First Horizon National Corporation Full time

    About the RoleWe are seeking a highly skilled Digital Banking Support Specialist to join our team at First Horizon National Corporation. As a key member of our digital banking team, you will be responsible for providing exceptional technical support to our clients and ensuring their digital banking needs are met efficiently.Key ResponsibilitiesProvide...

  • Ice Production Specialist

    2 weeks ago

    Knoxville, Tennessee, United States Harman Brothers Ice LLC Full time

    Position Overview: Ice Production AssociateThe Ice Production Associate plays a vital role in the efficient operation of our ice production facility. This position involves various responsibilities that ensure the smooth flow of ice packaging and distribution.Equipment Monitoring: Oversee production machinery for the packaging of 7lb and 16lb ice...

  • Healthcare Customer Service Associate

    2 weeks ago

    Knoxville, Tennessee, United States University Physicians Association Full time

    Position OverviewWe are currently seeking dedicated individuals for the role of Healthcare Customer Service Associate within our organization.This full-time position is essential for our primary care operations, and we are looking for candidates who thrive in a dynamic environment.Key Responsibilities:Welcome patients warmly and efficiently.Assist patients...

  • Product Engineer

    2 months ago

    Knoxville, Tennessee, United States OLDCASTLE INFRASTRUCTURE, INC. Full time

    Job ID: ExemptOldcastle InfrastructureTM , a CRH company, is the leading provider of utility infrastructure solutions for the water, energy, and communications markets throughout North America. We're more than just a manufacturer of precast concrete, polymer concrete, or plastic products. We're a trusted and strategic partner to engineers, contractors,...