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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Financial Service Professional New Grad

Customer SupportUpdated on Nov 7
Full-timeTempe, AZ, USA

About the Job

Requirements

  • A bachelor’s degree or equivalent education and experience is required.
  • The Securities Industry Essentials (SIE) license is required within 60 days of employment.
  • Graduation must fall between December 2025 and December 2026.
  • Applicants must have 0–2 years of experience in a client-facing, service-oriented role.
  • Applicants must be able to work scheduled shifts between 8 AM and 8 PM EST, Monday through Friday.
  • The position requires full-time, in-person training for approximately 4–5 months.
  • Applicants must demonstrate empathy and a commitment to helping people.
  • Applicants must demonstrate problem-solving and critical-thinking skills.
  • Applicants must show attention to detail and the ability to navigate multiple systems.
  • Applicants must have verbal and written communication skills.
  • Applicants must demonstrate initiative and ownership.

Responsibilities

  • After training, join a team serving as the first point of contact for advisors and their investors, handling 25–30 inbound contacts daily, from simple account inquiries to support for complex financial transactions.
  • Deliver client service experiences that reflect client-centric values.
  • Resolve issues in real time to support client satisfaction and strong relationships.
  • Conduct research and navigate databases to provide accurate solutions for clients.
  • Collaborate with internal teams to support efficient and effective resolutions.

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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