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Operations Specialist, Wealth Advisory

Job in Austin, Travis County, Texas, 78716, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Premium Operations Specialist, Wealth Advisory

LPL Financial is seeking a Premier Operations Specialist in Austin, TX, to provide comprehensive support to Wealth Advisors. This role focuses on enhancing client relationships and resolving operational inquiries while ensuring compliance. Ideal candidates are proactive, detail-oriented, and excel in team environments, delivering exceptional client experiences.

The position requires active Series 7 and 66 licenses or the ability to obtain them within 180 days. Candidates should also have 1+ year of client-facing experience in financial services.

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