Financial Service Professional – Masters

LPL Financial

Financial Service Professional at LPL Financial developing relationships with our advisors through white glove service. Aiding clients with operational needs and educating on technological use.

Posted 6/10/2026full-timeFort Mill • Arizona, California, South Carolina • 🇺🇸 United StatesJunior💰 $24 - $40 per hourWebsite

About the role

Key responsibilities & impact

Communicating directly with our clients by phone and email for up to 85 percent of your day
Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
Educate clients on the use of technology to monitor, maintain, and service their operational needs
Complete operational tasks including data input

Requirements

What you’ll need

SIE required within 90 days of start date
Triple skilled- Move Money, Account Transfers and New accounts
Bachelor’s degree from an accredited institution or equivalent education and experience.
1-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Empathy and a passion for helping people.

Benefits

Comp & perks

401K matching
health benefits
paid time off
volunteer time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data inputclient educationoperational tasks

Soft Skills

communicationempathyclient serviceteamworkproblem-solving

Certifications

SIE