Trading & Onboarding Consultant

Job#: 3049704

Job Description:

Trading & Onboarding Consultant

Locations: San Diego, CA; Fort Mill, SC; or Tempe, AZ

Temporary assignment through: March 31, 2027

Job Overview:

The Temporary Trading & Onboarding Consultant will support financial advisors and internal trading teams during the Commonwealth transition to LPL's ClientWorks Rebalancer platform.

The role will assist with advisor onboarding, platform training, conversion-data review, inbound support, post-conversion issue resolution, and updates to advisor guides and training materials. Successful candidates will be comfortable learning detailed trading workflows, communicating with financial professionals, researching issues, and managing multiple priorities in a fast-paced environment.

What Are We Looking For?

We are looking for strong collaborators who can provide a high-quality advisor and partner experience. Candidates should be comfortable learning new systems, explaining processes clearly, working through detailed information, and following issues through resolution.

The ability to recognize when a request can be handled through a standard process and when it requires escalation will be important.

Responsibilities:

Support Commonwealth advisors and internal trading teams as they transition to LPL's ClientWorks Rebalancer platform.

Provide support related to model management, model assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows.

Assist with platform training through webinars, demonstrations, office hours, scheduled appointments, and inbound calls.

Help users understand documented differences between Commonwealth and LPL systems and workflows.

Review available conversion information to identify missing models, assignments, restrictions, equivalents, or other setup issues.

Research and document advisor, account, model, and system-related questions.

Escalate complex discrepancies or potentially broader conversion issues to the appropriate business or technology partner.

Help update job aids, FAQs, training materials, and guides explaining key differences between Commonwealth and LPL workflows.

Track advisor questions, issue ownership, status, and follow-up through resolution.

Support system testing, defect tracking, and post-conversion stabilization activities.

Maintain working knowledge of investment products, trading systems, model-based practices, and rebalancing methodologies.

Collaborate with Trading, Technology, Product, Operations, Training, and conversion partners.

Support additional trading and operational priorities as conversion demand changes.

Additional responsibilities may be assigned as needed.

Requirements:

2+ years of financial services, trading operations, client service, or related experience

Experience in a client-service, support, operations, or call-center environment

Strong written and verbal communication skills

Ability to explain technical or operational information clearly

Strong attention to detail, organization, and follow-through

Ability to research information across multiple systems or data sources

Ability to learn new platforms and workflows quickly

Ability to manage multiple priorities with limited direction

Sound judgment when identifying and escalating issues

Strong Microsoft Office skills

Core Competencies

Advisor service and relationship support

Analytical and problem-solving skills

Clear communication

Process discipline and follow-through

Attention to detail

Adaptability and willingness to learn

Issue ownership and escalation

Cross-functional collaboration

Preferences:

FINRA Series 7 strongly preferred

Financial-services, trading, or investment-operations experience

Knowledge of mutual funds, equities, ETFs, or options

Experience with model-based portfolio management or rebalancing

Experience supporting models, restrictions, equivalents, or trading instructions

Experience providing advisor or client support by phone

Experience supporting onboarding, training, conversions, acquisitions, or technology implementations

Experience with data review, reconciliation, QA/UAT testing, or issue tracking

Experience with ClientWorks Rebalancer, Advisor360, BETA, Model Hub, or similar trading and portfolio-management platforms

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

San Diego, CA, US

Job Type:

Date Posted:

September 3, 2026

Pay Range:

$34 - $38 per hour

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