What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. You’ll start with a comprehensive training program and progress into a dynamic, client-facing role.

Responsibilities:

Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Our Financial Service Professionals spend their days on a dynamic set of activities including:

• World-Class Service: You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

• Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

• Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

• Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

Career & Community: You'll also have regular time for coaching, career development activities, participate in ERG events and other opportunities to connect with colleagues and build community here at LPL!

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree or equivalent education and experience.

• Securities Industry Essentials (SIE) license required within 60 days of employment.

• Graduation timeframe between May 2025 and June 2026.

• 0–2 years in a client-facing, service-oriented role.

• Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday.

Core Competencies:

• High empathy and passion for helping people.

• Strong problem-solving and critical thinking skills.

• Attention to detail and ability to navigate multiple systems.

• Exceptional verbal and written communication skills.

• Initiative-taking attitude with a strong sense of ownership

Preferences:

• Experience or education in financial services.

• Familiarity with customer service software and multi-system navigation.

• SIE certification obtained or in progress.

 

Pay Range:

$20.48-$34.13/hour

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

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 1,100 financial institution, 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