New Grad - Financial Service Professional; Tempe
Listed on 2026-05-30
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Finance & Banking
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Customer Service/HelpDesk
Bilingual
Job Overview
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem‑solving, and collaboration, offering a gateway to a rewarding career in financial services. The position begins with a comprehensive training program, including the first 30 days focused on Securities Industry Essentials (SIE) exam preparation, before transitioning into a dynamic, client‑facing role.
Responsibilities- Serve as the first point of contact for advisors and their investors, handling 25‑30 inbound contacts daily, from simple inquiries to complex financial transactions.
- Deliver world‑class service and embody client‑centric values with every interaction.
- Utilize critical thinking to resolve issues in real time, ensuring client satisfaction and building strong relationships.
- Conduct detailed research and navigate various databases to provide accurate solutions.
- Collaborate with internal teams to achieve efficient and effective resolutions, promoting a team‑oriented approach.
- 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 8AM and 8PM EST, Monday–Friday.
- Full‑time, in‑person training for approximately 4–5 months.
- Experience or education in financial services.
- Familiarity with customer service software and multi‑system navigation.
- SIE certification obtained or in progress.
Pay Range: $21.10–$35.16 per hour. The LPL Total Rewards package includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Equity‑Oriented Employment Opportunity:
We are an EEOC‑proposed Equal Employment Opportunity (EEO) employer. EEO Statement.
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