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 https://www.lpl.com.