LPL Financial Holdings, Inc.
Financial Service Professional
LPL Financial Holdings, Inc., Tempe, Arizona, us, 85285
Be part of LPL Financial, the
leading provider of investment and business solutions for independent financial advisors and institutions across the nation serving and supporting more than 21,000 financial advisors.
Join our team at LPL Financial as a Financial Service Professional: Launch Your Financial Services Career Today!
Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.
"
We take care of our advisors, so they can take care of their clients." That's our mission at LPL Financial. It permeates everything we do-and is embraced by every employee.
Why LPL Financial?
At LPL, we are committed to the success of every financial professional, team, and program we serve. It is our goal to provide the highest-quality support, training, tools, and advice to help our advisors.
When you join our team, you join us on this mission of serving others and you give yourself access to a future of exciting career growth!
What you can expect:
Learn & Grow:
Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.
Career Advancement:
This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront and the opportunity to create value and serve others is endless.
Support & Development:
From day one, you'll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.
Registration Support:
We invest in your professional future by supporting you in obtaining your Securities Industry Essentials (SIE) registration. This support includes paid, on-the-job study time, with readily available resources that you can take advantage of including access to expert coaches and group study sessions. Opportunities to study for and obtain your Series 7 registration are available as part of our advanced career journeys as you grow in your role. These exams can be challenging but we are here to help!
What You'll Do:
As a Financial Service Professional at LPL Financial, you'll play a vital role in providing exceptional service to our advisors and investors. Here's a glimpse of what your day-to-day will look like:
Your journey will begin with a four-month training program, during which you will study for and obtain your SIE, receiving extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time.
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 and other opportunities to connect with colleagues and build community here at LPL!
What We're Looking For:
We are seeking strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services. Ideal candidates will have:
Education:
Bachelor's degree from an accredited institution or equivalent education and experience.
Registration:
Securities Industry Essentials (SIE) required or obtained within the first 60 days of employment.
Experience:
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Core Skills:
High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
Communication:
Exceptional verbal and written communication skills.
Desirable:
Experience in or education about the financial services industry.
Work Schedule and Locations:
Work Schedules:
We offer a variety of schedules designed to meet our customers' needs. Applicants must be able to support working a regularly schedule shift anytime between the hours of 8am EST and end as late as 8pm EST Monday-Friday.
Location:
The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office to take full advantage of in-person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office. Your schedule will depend on the business needs and requirements of your assigned team.
Perks & Benefits:
Competitive Pay:
Receive a compensation package designed to acknowledge and reward your contributions.
Comprehensive Benefits:
Benefit from a wide range of offerings, including health care, paid time off, and paid volunteer time to enhance your overall well-being.
Work-Life Balance:
Enjoy access to onsite gyms (available in select locations), recreational spaces, and complimentary mental wellness support to promote a healthy work-life balance.
Growth & Development:
At LPL, continuous learning and career growth are integral to our culture. Our development programs are designed to foster a growth mindset through engaging, high-impact learning experiences.
Apply today and embark on a journey of professional growth and fulfillment with LPL Financial!
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lp
lfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
leading provider of investment and business solutions for independent financial advisors and institutions across the nation serving and supporting more than 21,000 financial advisors.
Join our team at LPL Financial as a Financial Service Professional: Launch Your Financial Services Career Today!
Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.
"
We take care of our advisors, so they can take care of their clients." That's our mission at LPL Financial. It permeates everything we do-and is embraced by every employee.
Why LPL Financial?
At LPL, we are committed to the success of every financial professional, team, and program we serve. It is our goal to provide the highest-quality support, training, tools, and advice to help our advisors.
When you join our team, you join us on this mission of serving others and you give yourself access to a future of exciting career growth!
What you can expect:
Learn & Grow:
Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.
Career Advancement:
This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront and the opportunity to create value and serve others is endless.
Support & Development:
From day one, you'll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.
Registration Support:
We invest in your professional future by supporting you in obtaining your Securities Industry Essentials (SIE) registration. This support includes paid, on-the-job study time, with readily available resources that you can take advantage of including access to expert coaches and group study sessions. Opportunities to study for and obtain your Series 7 registration are available as part of our advanced career journeys as you grow in your role. These exams can be challenging but we are here to help!
What You'll Do:
As a Financial Service Professional at LPL Financial, you'll play a vital role in providing exceptional service to our advisors and investors. Here's a glimpse of what your day-to-day will look like:
Your journey will begin with a four-month training program, during which you will study for and obtain your SIE, receiving extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time.
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 and other opportunities to connect with colleagues and build community here at LPL!
What We're Looking For:
We are seeking strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services. Ideal candidates will have:
Education:
Bachelor's degree from an accredited institution or equivalent education and experience.
Registration:
Securities Industry Essentials (SIE) required or obtained within the first 60 days of employment.
Experience:
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Core Skills:
High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
Communication:
Exceptional verbal and written communication skills.
Desirable:
Experience in or education about the financial services industry.
Work Schedule and Locations:
Work Schedules:
We offer a variety of schedules designed to meet our customers' needs. Applicants must be able to support working a regularly schedule shift anytime between the hours of 8am EST and end as late as 8pm EST Monday-Friday.
Location:
The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office to take full advantage of in-person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office. Your schedule will depend on the business needs and requirements of your assigned team.
Perks & Benefits:
Competitive Pay:
Receive a compensation package designed to acknowledge and reward your contributions.
Comprehensive Benefits:
Benefit from a wide range of offerings, including health care, paid time off, and paid volunteer time to enhance your overall well-being.
Work-Life Balance:
Enjoy access to onsite gyms (available in select locations), recreational spaces, and complimentary mental wellness support to promote a healthy work-life balance.
Growth & Development:
At LPL, continuous learning and career growth are integral to our culture. Our development programs are designed to foster a growth mindset through engaging, high-impact learning experiences.
Apply today and embark on a journey of professional growth and fulfillment with LPL Financial!
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lp
lfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.