Jessica Hart

Advisor Institute Training Specialist @ LPL Financial

Role: Training Specialist at LPL Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

About Jessica Hart

I have worked in financial services for over a decade. I began my career in 2007, working for a nationwide paramedical company in customer service. Over the years I took on many different roles within sales and account management. I am passionate about building strong business relationships with my team as well as with clients. I approach all situations with empathy and an open mind. My goal is to leave one better than I found them, both personally and professionally. I am highly motivated and appreciate the time others take to connect with me!

Experience

Training Specialist
LPL Financial
May 2023 — Present · San Diego, CA, US
San Diego, California, United States

Skills

Retirement Planning
Health Insurance
Insurance
Customer Service
Employee Benefits
Lower Back
Life Insurance
Fixed Annuities
Team Building
Healthcare
Inside Sales
Term Life Insurance
Long-Term Care
New Business Development
Microsoft Office
Sales
Salesforce.com
Sales Support Tools
Disability Insurance

Contact information

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Work email
j••••••••@lpl.com
Personal email
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Direct dial
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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