New Grad 2026- Financial Service Professional (Fort Mill)

LPL Financial • Charlotte, NC

2d • $20 - $34

About The Position

As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. You’ll start with a comprehensive training program and progress into a dynamic, client-facing role.

Requirements

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license required within 60 days of employment.
• Graduation timeframe between May 2025 and June 2026.
• 0–2 years in a client-facing, service-oriented role.
• Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday.
• High empathy and passion for helping people.
• Strong problem-solving and critical thinking skills.
• Attention to detail and ability to navigate multiple systems.
• Exceptional verbal and written communication skills.
• Initiative-taking attitude with a strong sense of ownership.

Nice To Haves

• Experience or education in financial services.
• Familiarity with customer service software and multi-system navigation.
• SIE certification obtained or in progress.

Responsibilities

• Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.
• World-Class Service : You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.
• Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
• Research & Navigate : Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
• Collaborate & Innovate : Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees