Senior Trading Consultant - Rebalancing & Platform Expert

LPL Financial; Tempe (AZ); On-site; USD 76,000 - 127,000; Full time

Job summary

LPL Financial seeks a Senior Consultant for the Rebalancing and Model Management Trading Support Desk in Tempe, AZ, to provide advanced trading and system support to financial advisors while helping lead key initiatives across the team.

You will be a subject matter expert across trading platforms, support complex advisor issues, and help lead testing, onboarding, and process improvements, collaborating with Technology and Product teams as needed.

Qualifications

• Requires 5+ years in financial services and 2+ years supporting trading, rebalancing, and model management.
• Series 7 required and knowledge of trading regulations.
• Strong communication skills and ability to resolve complex client, trading, or system issues.

Responsibilities

• Provides advanced system support and guidance to advisors on model management, rebalancing, and trading workflows.
• Acts as escalation point for complex advisor, trading, and system issues.
• Educates and consults advisors on optimal use of system capabilities; mentors team members.

Skills

Trading support

Rebalancing

Model management

CRM

Series 7

Communications

Regulatory knowledge

Tools

Jira

Microsoft Office

Beta

Thomson ONE

Microsoft Dynamics

ClientWorks

CWR

ModelHub

Job description

LPL Financial seeks a Senior Consultant for the Rebalancing and Model Management Trading Support Desk in Tempe, AZ, to provide advanced trading and system support to financial advisors while helping lead key initiatives across the team.

You will be a subject matter expert across trading platforms, support complex advisor issues, and help lead testing, onboarding, and process improvements, collaborating with Technology and Product teams as needed.