Top 20 Lpl Financial Services Jobs

Associate Financial Advisor II
LPL Financial —Farmington, CT
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
VP, Regional Banking and Lending Consultant
LPL Financial —San Diego, CA
- $120,304 - $200,438 a year
- Full-time
- Finance
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
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4d
Financial Representative
LPL Financial —Oak Brook, IL
- $74,250 - $123,750 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
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Senior Financial Representative
LPL Financial —Richmond, VA
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
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Senior Trustee Consultant
Private Trust Company —Fort Mill, SC
- $68,083 - $113,403 a year
- Full-time
- 5 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
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AVP, Associate Regional Investment Director
LPL Financial —Columbus, OH
- $108,356 - $180,559 a year
- Full-time
- Bachelor's degree
- Travel
- Recruiting
- Health insurance
- Paid time off
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12d
Internal Consulting Associate
LPL Financial Corp —Fort Mill, SC
- $23.47 - $39.12 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
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Associate Financial Advisor
LPL Financial —Edmonds, WA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Paid time off
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Associate Financial Advisor
LPL Financial —Spokane, WA
- $74,700 - $124,500 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Paid time off
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Financial Service Professional - Masters
LPL Financial Corp —Tempe, AZ
- $23.72 - $39.52 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
5d
Internal Advisory Consultant
LPL Financial Corp —Fort Mill, SC
- $67,671 - $112,785 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
11d

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Financial Advisor Bank Investment and Annuity Sales
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AVP, Associate Regional Investment Director
LPL Financial —Columbus, OH
Experience consulting with business leaders and driving growth initiatives. Proven ability to analyze business performance and develop actionable…
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12d

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Associate Financial Advisor II

LPL Financial -
Farmington, CT

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Job Details

Full-time
$82,200 - $137,000 a year

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Customer communication
Series 7
Bachelor's degree
FINRA License
Experience practicing in the securities industry

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:
The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and retention of the practice.

Responsibilities:

Assist senior financial advisors in developing and implementing and delivering financial plans and investment strategies to clients.
Meet with prospective clients in to understand their financial goals and assess needs in an effort to establish rapport.
Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
Maintain accurate and up-to-date client records within the CRM system.
Respond to client inquiries and provide exceptional service, escalating complex issues to senior advisors when necessary.
Stay informed on market trends, financial products, and industry regulations.
Collaborate with internal teams to ensure seamless client service delivery.
Assist in business development activities, including prospecting, marketing, and client seminar preparation.
Participate in client educational events, workshops and client appreciation events.
Take active lead of marketing efforts by partnering with LPL marketing team.

What are we looking for?

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.

Requirements:

FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
5+ years of experience in the financial services industry, preferably in a client-facing or support role.
Bachelor's degree.

Core Competencies:

Strong understanding of financial planning principles, investment products, and retirement solutions.
Excellent communication (written and verbal) and interpersonal skills.
Highly organized with strong attention to detail and ability to manage multiple priorities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Client-centric mindset with a commitment to delivering outstanding service.

Preferences:

Life, Accident & Health insurance licenses preferred.
CFP preferred but not required.

Pay Range: $90,000–$110,000/year

#LPL-H1

Pay Range:

82,200.00 - 137,000.00

The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

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(6) , 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 approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

Lpl Financial Services jobs

Associate Financial Advisor II

VP, Regional Banking and Lending Consultant

Financial Representative

Senior Financial Representative

Senior Trustee Consultant

AVP, Associate Regional Investment Director

Internal Consulting Associate

Associate Financial Advisor

Associate Financial Advisor

Financial Service Professional - Masters

Internal Advisory Consultant

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