More jobs:
Wealth Client Services Specialist; In-Office
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-13
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: New York
LPL Financial LLC in New York is seeking an in-office, full-time role to support Financial Advisors within the Employee Advisor Model, assisting multiple advisors in the credit union space and providing white-glove client service. This position offers a stepping-stone to deepen wealth-management experience while collaborating with multiple internal departments.
You will handle account-related requests, onboarding, reporting, and liaison with internal departments, ensuring regulatory compliance
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