New Grad Summer 2027 - Financial Service Professional (Tempe)
About The Position
As a Financial Service Professional at LPL Financial, you will provide service to financial advisors and their investors. The role combines client interaction, problem-solving, and collaboration, and begins with a comprehensive training program. The first 30 days focus on preparation for the Securities Industry Essentials (SIE) exam, followed by a client-facing position. After training, you will join a team serving as the first point of contact for advisors and investors, handling 25–30 inbound contacts daily. Inquiries range from routine account questions to support for complex financial transactions. The position includes full-time, in-person training for approximately 4–5 months and scheduled shifts between 8 AM and 8 PM EST, Monday through Friday. Positions are full-time at 40 hours per week.
Requirements
- Bachelor’s degree or equivalent education and experience.
- Obtain the Securities Industry Essentials (SIE) license within 60 days of employment.
- Graduation timeframe between December 2025 and May 2027.
- 0–2 years of experience in a client-facing, service-oriented role.
- Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday through Friday.
- High empathy and a 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 and a strong sense of ownership.
Responsibilities
- Serve as a first point of contact for financial advisors and their investors.
- Handle 25–30 inbound contacts daily, addressing account inquiries and supporting complex financial transactions.
- Deliver excellent, client-centered service.
- Use critical thinking to resolve issues in real time and support client satisfaction.
- Research questions and navigate databases to provide accurate solutions.
- Collaborate with internal teams to resolve issues efficiently.
Benefits
- 401(k) 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
