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Financial Planning Ops Specialist - Advisor Support
Job in
Charlotte, Atascosa County, Texas, 78011, USA
Listed on 2026-06-17
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
LPL Financial LLC in Charlotte, Texas is seeking a Financial Planning Operations Associate to provide high-quality phone support to financial advisors. The role entails assisting advisors with financial planning engagements and resolving technical issues, ensuring exceptional customer service.
Ideal candidates will have at least 3 years of experience in financial services and proficiency in Microsoft Excel. The compensation range is competitive, and benefits include 401(k) matching, health benefits, and employee stock options.
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