Cost & Tax Solutions Consultant
Listed on 2026-10-07
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Finance & Banking
Financial Compliance, Financial Advisor / Consultant, Financial Analyst
LPL Financial, a leading wealth management firm, seeks to support its Service Teams with cost basis questions and compliant processing. This role involves inbound calls, issue resolution, and collaboration with Financial Professionals to deliver accurate, timely information.
You will support internal service teams, work with advisors, and contribute to audits and UAT testing, aiming to maintain exceptional client service standards and regulatory adherence.
For the Cost Basis & Tax Solutions Consultant position at LPL Financial LLC, we are reviewing applications now.
The following role is for a Cost Basis & Tax Solutions Consultant with LPL Financial LLC.
Our team is growing, and we are hiring a Cost Basis & Tax Solutions Consultant in Tempe, AZ, United States.
This role is for the Cost Basis & Tax Solutions Consultant role at LPL Financial LLC.
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