Elite Financial Services Concierge
Remote / Online - Candidates ideally in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-08-22
Fort Mill, York County, South Carolina, 29715, USA
Listing for:
LPL Financial LLC
Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
LPL Financial LLC seeks an Equitable Gold Service Professional to deliver elite, white-glove support to Equitable Financial Advisors. This role goes beyond traditional call center duties, requiring deep knowledge of Equitable products, systems, and service workflows, with a focus on proactive relationship management and escalation resolution.
You will own inquiries end-to-end, conduct thorough research across multiple systems, communicate clearly with advisors, and collaborate with home office
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