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.
What are we looking for?
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:
$21.10-$35.16/hour
Company Overview:
For further information about LPL, please visit www.lpl.com .
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offe
Benefits
Health insurance401(k)Equity / stock options
Additional Information
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
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.
Lplfinancial · Tempe