Advisor Solution Professional

Advisor Compensation Solution Professional

Join to apply for the Advisor Compensation Solution Professional role at LPL Financial.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

The Advisor Compensation Solution Professional will assist with inbound calls and partner with business units to research and solve issues and cases regarding compensation inquiries received via phone and email. This role assists with billing related items and in planning/supporting high impact projects and initiatives to ensure successful outcomes and results for our department and advisors.

• Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
• First point of contact for assisting Advisors and their staff with inquiries and requests.
• Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.
• Supporting teammates and the department on other compensation tasks and activities.
• Sharing ideas to improve and enhance the advisor experience.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Minimum of 1 year in customer service related or comparable industry.
• Experience with in the financial services industry.
• Experience with Microsoft Office (Excel).

• Excellent phone communication and listening skills with a focus on understanding each advisor’s unique needs.
• Self‑motivated and adaptive to a fast‑paced, changing environment.
• Organizational and critical thinking skills.
• Understanding of the advisor role.

• Bachelor’s degree in finance.
• SIE certification.

$18.35–$30.59/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

• Innovative Environment:
  We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential:
  Your career at LPL has no limits, only amazing potential.
• Unified Mission:
  We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work:
  Our size is just right for you to make a real impact.
• Commitment to Equality:
  We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus:
  We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards:
  Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

LPL will only communicate with a job applicant directly from an  email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at .

Principals only. EOE.