Where Ambition Meets Innovation
Build a career that matches your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find everything you need at LPL Financial to shape your success—while helping advisors and their clients pursue their financial goals.
The Equitable Gold Service Professional delivers elite, “white glove” support to a select group of high-value Equitable Financial Advisors. This role goes beyond traditional call center responsibilities, requiring advanced expertise in Equitable-specific products, systems, and processes, along with a strong focus on relationship management and escalation support.
This individual serves as a trusted partner to advisors and home office partners, providing proactive, personalized service and navigating complex scenarios with confidence and precision.
Responsibilities
Personalized Service & Support
Deliver tailored, high-touch support to Equitable advisors, including proactive outreach and account monitoring
Anticipate advisor needs and provide solutions aligned with Equitable processes
Relationship Management
Build and maintain strong, trust-based relationships with advisors and internal home office partners
Serve as a primary point of contact for service-related needs and escalations
Ownership & Accountability
Take full ownership of each interaction, ensuring end-to-end resolution and follow-through
Act as a liaison across teams to drive outcomes for advisors and clients
Escalation & De-escalation Management
Equitable-Specific Expertise
Demonstrate deep knowledge of Equitable products, policies, systems, and service workflows
Navigate nuanced processes and provide accurate, compliant guidance
Research & Problem Resolution
Conduct thorough, detailed research across multiple systems to resolve complex inquiries
Deliver clear, accurate, and well-documented responses
Timely & Proactive Communication
Resolve inquiries at point of contact or within the same day whenever possible
For extended research, provide consistent status updates to advisors
Proactively communicate risks, issues, or delays with recommended solutions
Operational Excellence
Team Collaboration
Partner with peers and leadership to share knowledge, best practices, and insights
Contribute to a strong team culture focused on delivering exceptional service
Performance Excellence
What Are We Looking For?
We’re looking for collaborative, service-driven professionals who thrive in a fast-paced environment and are passionate about delivering exceptional advisor experiences. Our ideal candidates demonstrate strong ownership, adaptability, and a commitment to continuous improvement.
Requirements
Direct experience supporting Equitable Advisors
Prior experience in financial services or a client-facing service environment
Communication and relationship management skills
Ability to handle complex calls and escalations
Critical thinking and problem-solving capabilities
Ability to manage multiple priorities in a high-demand environment
Track record of meeting or exceeding performance metrics
Commitment to continuous learning and delivering high-quality service
Preferences
Experience in a high-touch or concierge service model
Call center experience in a fast-paced environment
Prior experience partnering with home office or corporate support teams
Pay Range:
$23.72-$39.52/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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
