New Grad – Financial Service Professional; Tempe
Listed on 2026-06-26
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Customer Service/HelpDesk
Bank Customer Service, Bilingual
Job Overview
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. The role begins with a comprehensive training program, including the first 30 days focused on Securities Industry Essentials (SIE) exam preparation, and then transitions into a dynamic, client‑facing position.
Responsibilities- Act as the first point of contact for Advisors and Investors, handling 25–30 inbound contacts daily.
- Deliver world‑class client experiences, embodying client‑centric values.
- Problem‑solve and advise clients in real time, ensuring satisfaction and strong relationships.
- Conduct detailed research and navigate databases to provide accurate solutions.
- Collaborate with internal teams to ensure efficient and effective resolutions.
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments.
Requirements- Bachelor’s degree or equivalent education and experience.
- Securities Industry Essentials (SIE) license required within 60 days of employment.
- Graduation timeframe between December 2025 and 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.
- High empathy and passion for helping people.
- Strong problem‑solving and critical thinking skills.
- Attention to detail and ability to navigate multiple systems.
- Exceptional verbal and written communication skills.
- Initiative‑taking attitude with a strong sense of ownership.
- Experience or education in financial services.
- Familiarity with customer service software and multi‑system navigation.
- SIE certification obtained or in progress.
$21.10–$35.16 per hour. Compensation varies based on skill, experience, education, and geographic location. LPL Total Rewards includes 401(k) matching, health benefits, stock options, paid time off, and volunteer time off.
Benefits & CompensationThe Total Rewards package provides competitive health coverage, a retirement plan, paid time off, and volunteer time off.
Key DatesEarly Priority Application Date:
September 21 at 11:59 PM PST
Final Fall Priority Application Date:
October 19 at 11:59 PM PST
For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575‑6947.
Interview InformationLPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. LPL will not request payment or bank/credit card information during an interview.
Principals only. EOE.
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