LPL Financial logo
LPL Financial

We take care of our advisors, so they can take care of their clients.

Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Arizona

Posted

4 days ago

Salary

$60K - $100K / year

Seniority

Senior

Professional Certificate3 yrs expEnglish

Job Description

Financial Advisor

LPL Financial

• The ability to service a book of business upon hire • The ability to build a strong client base with the credit union’s exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union’s member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL’s combination of tools, technology, and support • The opportunity to capitalize on the credit union’s reputation and community standing

Job Requirements

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Benefits

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeRemoteTeam 1,001-5,000Since 1913H1B No Sponsor

• Serve as a subject matter expert on vendor analytics (cost, quantity, services, contract (terms, timelines, deliverables) and performance (SLA & Penalties)) and retrospective and prospective target analytics for risk adjustment programs. • Perform vendor and risk analytic studies which involves manipulating large amounts of data. • Create retrospective and prospective target lists for risk adjustment programs. • Support EDGE supplemental submission. • Identify patterns and trends in diagnostic coding practices in conjunction with risk score measurement. • Provide complete and accurate information for vendor audits (costs) and government audits (CMS) related to Risk Adjustment. • Conduct ad-hoc analysis like gap and root cause. • Periodically update process flow charts for business stakeholders. • Identify problems within Enterprise Resource Planning (ERP) system such as reporting limitations and recommend solutions. • Research, analyze, validate, and prepare data across multiple system platforms and sources for use in monitoring and reporting. • Build reports for internal customers to track various risk adjustment activities and fulfill business needs.

New Jersey
$87.3K - $119.1K / year
Job Closed
SSM Health logo

Patient Financial Services Representative

SSM Health

Through our exceptional health care services, we reveal the healing presence of God.

Full TimeRemoteTeam 10,001+H1B Sponsor

• Responsible for determining the patient financial component for patient services. • Estimates, communicates and collects the patient financial responsibility and provides patient financial counseling. • Assists patients in understanding their insurance benefits including their co-payment, deductible and co-insurance responsibility. • Educates patient regarding financial assistance programs when appropriate. • Obtains patient demographic information and requests financial responsibility from the patient. • Determines patient qualification for coverage by third-party payer and informs financial counselor, patient or family member of status. • Verifies all commercial insurance coverage, workers compensation insurance, TPL insurance and state and government programs. • Documents and resolves patient concerns or inquiries that are received via telephone, mail or walk-in within an established time frame. • Validates Master Patient Index according to departmental policy. • Interprets physician orders. • Performs other duties as assigned.

Illinois + 3 moreAll locations: Illinois | Oklahoma | Missouri | Wisconsin
Kemboi Financial Agency logo

Financial Protection Specialist

Kemboi Financial Agency

Join the Kemboi Movement Precision in Vision , Protection for Families, Prosperity for Agents

Full TimeRemoteTeam 51-200Since 2018

• Commission-Only with uncapped earning potential • Average new agents earn $800–$1,200 per policy • Part-Time: $50K+ your first year • Full-Time: $80K–$300K+ your first year • Agency Owners: $200K–$500K+ annually in system-driven income

South Carolina
$150K - $200K / year
Kemboi Financial Agency logo

Financial Protection Specialist

Kemboi Financial Agency

Join the Kemboi Movement Precision in Vision , Protection for Families, Prosperity for Agents

Full TimeRemoteTeam 51-200Since 2018

• Speak with clients over the phone or Zoom • Help families choose life insurance coverage that fits their needs • Work both warm inbound leads and Warm Lead leads - No Cold Calling • Track activity and stay consistent with daily production • Attend training and improve your sales skills

Tennessee
$150K - $200K / year