Human Resources Partners at LPL Financial will provide your office with effective, HR subject matter expertise, create operational efficiencies, hire and retain qualified staff and allow you to dedicate resources towards supporting your clients.
They can help in these areas:
- Placement of full time workers for operational roles
- Sourcing of candidates utilizing industry best practices
- Counsel for development of job descriptions and job requirements
- Initial screening for production of a qualified candidate pool
- Consultation on fair and competitive compensation practices
- Guidance on basic recruitment practices, including interviewing & selection techniques, making verbal offers and negotiating on candidates’ behalf
TLWM’s Personal Wealth Advisor Support
When utilizing a TLWM strategy, you can choose to outsource and assign specific client relationships to one of our in-house Personal Wealth Advisors to provide your clients with account update calls on your behalf. You maintain ownership of the clients, as the wealth advisor support would simply help in providing a high level of service aimed at increasing referrals and client satisfaction. This provides you an alternative to hiring, training and managing your own associate wealth advisor.
TLWM Service 360 Administrative Support
When utilizing a TLWM strategy, you can choose to outsource and assign administrative services to our dedicated TLWM Service 360 Team. By outsourcing administrative tasks, we seek to help you use your time more efficiently, lower your costs, increase margins and streamline your practice. Use our efficiencies so you don’t have to waste time on HR and payroll.