Job Description
LPL Financial is among the fastest growing wealth management firms in the U.S., and they are seeking a Financial Service Professional to provide exceptional service to their advisors and investors. This role involves client interaction, problem-solving, and collaboration, starting with a comprehensive training program and progressing into a dynamic, client-facing position. 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 Skills 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 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 Experience or education in financial services Familiarity with customer service software and multi-system navigation SIE certification obtained or in progress Benefits 401K matching Health benefits Employee stock options Paid time off Volunteer time off Company Overview LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is