Financial Service Professional

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity.  Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions.  Your duty remains the same regardless of complexity:  provide a courteous, timely and completely accurate solution.  Execution of these behaviors will bring to life our mission:  We take care of our advisors so they can take care of their clients.

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  Navigate a structured onboarding experience, including instructor-led training supported by on-the-job training

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  Focus on continuous training during your first 18 months enabling you to expand your support across additional call types

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  Collaborate with internal service partners to achieve a resolution for the caller

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  On average, you’ll assist with 25-30 call interactions per day

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  Work as part of a team with similar skills and focus

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  Participate in frequent touchpoints with your Manager to ensure your success

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  As part of your career development, opportunities to acquire financial industry licensing may be available

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.

• 1-3 years of customer service experience

• Possess the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment.

• High School diploma or equivalent

• General computer savviness with the ability to quickly navigate multiple applications

• Ability to ask probing questions and actively listen to gain agreement with the caller

• Interpersonal skills to establish a welcoming interaction that fosters rapport

• Willingness to take ownership to provide accurate resolutions with each interaction

• Learning mindset to respond and implement coaching and training

• Call Center experience

• Financial Services industry experience

• Associate’s or Bachelor’s degree

Training may be up to 20 weeks long.  You will be required to be onsite full time during training, hybrid role to be determined by leadership after orientation. 

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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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

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.

LPL will only communicate with a job applicant directly from an @lplfinancial.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.

EAC 5.19.26