New Grad - Financial Service Professional; Tempe

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. You’ll start with a comprehensive training program and progress into a dynamic, client‑facing role.

• Serve as the first point of contact for advisors and their investors, handling 25‑30 inbound contacts daily and addressing a range of inquiries from simple account questions to complex financial transactions.
• Deliver world‑class service, embodying our client‑centric values and ensuring stellar experiences in every interaction.
• Utilize critical thinking to resolve issues in real time, ensuring client satisfaction and fostering strong relationships.
• Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
• Collaborate with internal teams to guarantee efficient and effective resolutions.

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.

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license required within 60 days of employment.
• Graduation timeframe between May 2025 and June 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.

• High empathy and passion for helping people.
• Strong problem‑solving and critical‑thinking skills.
• Attention to detail and the 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/hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, including 401(k) 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 about 8 million Americans.

EOE.