Equity & Options Trader: Advisor Trade Support

lplfinancial; Tempe (AZ); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Job summary

LPL Financial is seeking an Equity Trader to provide trading support to financial advisors and clients. The role centers on inbound calls, order placement, and resolving trade inquiries in a fast-paced call center environment.

The ideal candidate will hold FINRA Series 7 & 63 or 66 licenses, have knowledge of equity and options markets, and demonstrate accuracy and strong customer service. Join a team that values collaboration and continuous improvement.

Qualifications

• Knowledge of equity and option markets
• Thorough knowledge of market place rules and regulations
• Demonstrated high degree of accuracy and attention to details
• Excellent customer service skills with the ability to listen and communicate clearly

Responsibilities

• Assist financial advisors, money managers, and retail clients with order placement and trade inquiries
• Assist in resolving trade and settlement issues by working with the market centers and exchanges
• Handle a high volume of inbound trading and service related calls

Skills

Equity markets

Attention to details

Customer service

Team collaboration

Education

Bachelor's degree

Job description

LPL Financial is seeking an Equity Trader to provide trading support to financial advisors and clients. The role centers on inbound calls, order placement, and resolving trade inquiries in a fast-paced call center environment.

The ideal candidate will hold FINRA Series 7 & 63 or 66 licenses, have knowledge of equity and options markets, and demonstrate accuracy and strong customer service. Join a team that values collaboration and continuous improvement.