Description The Temporary Trading & Onboarding Consultant will support financial advisors and internal trading teams during Commonwealth’s transition to LPL’s ClientWorks Rebalancer platform. The role is responsible for advisor onboarding, platform training, conversion data review, inbound
Description The Temporary Trading & Onboarding Consultant will support financial advisors and internal trading teams during Commonwealth’s transition to LPL’s ClientWorks Rebalancer platform. The role is responsible for advisor onboarding, platform training, conversion data review, inbound