New Grad Sumer 2027 - Financial Service Professional (Tempe)
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. This role begins with a comprehensive training program, including the first 30 days focused on Securities Industry Essential (SIE) exam preparation, and then transitions into a dynamic, client-facing position. 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.
Requirements
- Bachelor’s degree or equivalent education and experience.
- Securities Industry Essentials (SIE) license required within 60 days of employment.
- Graduation timeframe between December 2025 and May 2027.
- 0–2 years in a client-facing, service-oriented role.
- Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday
- This position requires full-time, in-person training for approximately 4–5 months.
Nice To Haves
- Strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
- Candidates who pursue greatness, act with integrity, and are driven to help our clients succeed.
- Embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Responsibilities
- Deliver stellar experiences with each interaction, embodying our client-centric values.
- Utilize critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
- Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
- Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
