Financial Advisor Support Specialist

LPL Financial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

Health benefits

401K matching

Paid time off

Job summary

LPL Financial is seeking an Associate Supervision Professional to support financial advisors by delivering reliable information and exceptional service. The role emphasizes flexibility, prioritization, and adapting to changing priorities to support client growth and advisor success.

Responsibilities include handling inbound inquiries and guiding clients through transactions while maintaining high service standards. A collaborative, client-focused mindset is essential for success at LPL Financial.

Qualifications

• Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
• 1-3 years of professional work experience; customer facing experience a plus
• Previous exposure to or sincere interest in learning more about financial services industry.

Responsibilities

• Handle inbound phone calls ranging from account balance inquiries to resolving complex transactions while providing timely, correct information.
• Deliver exceptional service and professionalism to help clients achieve their financial dreams.
• Identify solutions to minimize repetitive advisor interactions and support team collaboration to improve outcomes.

Skills

Multiple solutions

Prioritization

Coaching & training responsiveness

Teamwork

Education

Bachelor's or Associate degree

Job description

LPL Financial is seeking an Associate Supervision Professional to support financial advisors by delivering reliable information and exceptional service. The role emphasizes flexibility, prioritization, and adapting to changing priorities to support client growth and advisor success.

Responsibilities include handling inbound inquiries and guiding clients through transactions while maintaining high service standards. A collaborative, client-focused mindset is essential for success at LPL Financial.