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Financial Services Advisor & Client Coach
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-31
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
LPL Financial Holdings Inc. in Tempe, AZ is seeking a client-focused specialist to manage Move Money, transfers, and new accounts while delivering excellent service. You will interact with clients by phone and email, research issues, and provide clear guidance on using technology to meet their financial needs.
The role emphasizes ownership, compliance, and collaboration within a hybrid office environment. The ideal candidate has a year of client-facing experience, strong communication, and a
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