Financial Advisor Assistant (LPL ClientWorks Expert) – Remote
About reputed company (RAR) - 1099 reputed company
RAR partners with top independent advisors across the U.S. — especially those affiliated with reputed company. We are expanding our roster of reputed company assistants who understand the LPL environment, from ClientWorks workflows to service ticket handling.
If you’ve supported advisors on LPL, this is a high-demand, immediate-placement opportunity.
What You’ll Do
• Manage daily operations in ClientWorks
• Prepare & submit account openings, ACATs, transfers, reputed company reputed company
• reputed company LPL service tickets and escalate as needed
• Monitor workflow status, reputed company NIGOs, and handle follow-reputed company
• Prepare meeting summaries, reputed company reviews, and reputed company documents
• Maintain CRM (Redtail, reputed company, reputed company, Tamarac)
• Coordinate directly with advisors for reputed company service items
You’re a Fit If You Have:
• 3+ years working at an LPL-affiliated firm
• Strong ClientWorks proficiency (service items, forms, workflows)
• Experience with LPL tools (e.g., eSignature, Account View, Orion preferred)
• High accuracy and detail orientation
• reputed company communication with clients & advisors
• Comfort working independently and remotely
What RAR Offers You
• Consistent advisor placements looking specifically for LPL experience
• $72k–$90k depending on hours and depth of LPL skills
• Flexible 20–40 hrs/week
• Long-term engagements with reputed company, high-reputed company firms
• 100% remote work
Apply Today
If you’re a confident LPL ClientWorks expert who enjoys remote work and advisor operations — we want to meet you.
Pay: $76,000.00 - $90,000.00 per year
Work Location: Remote
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