Client-First Financial Service Professional

LPL Financial; Tempe (AZ); On-site; USD 32,000 - 53,000; Full time

Job summary

LPL Financial in Tempe, AZ is hiring a Financial Service Professional to join a training-driven, client-facing team. You will handle inbound inquiries from Advisors and Investors, provide guidance, and support financial transactions in a fast-paced environment.

The role starts with a comprehensive training program including SIE exam prep, followed by a dynamic, in-person position that emphasizes world-class service and collaboration, with full-time hours and a competitive benefits package.

Qualifications

• Bachelor's degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license within 60 days of employment.
• Graduation timeframe December 2025 to December 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.
• Full-time, in-person training for approximately 4-5 months.

Responsibilities

• 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

Client-facing

Education

Bachelor's degree or equivalent education and experience

Job description

LPL Financial in Tempe, AZ is hiring a Financial Service Professional to join a training-driven, client-facing team. You will handle inbound inquiries from Advisors and Investors, provide guidance, and support financial transactions in a fast-paced environment.

The role starts with a comprehensive training program including SIE exam prep, followed by a dynamic, in-person position that emphasizes world-class service and collaboration, with full-time hours and a competitive benefits package.