New Grad January 2027 - Financial Service Professional (Tempe)
About The Position
LPL Financial’s Financial Service Professional role provides service to financial advisors and their investors, combining client interaction, problem-solving, and collaboration. The position begins with a comprehensive training program. The first 30 days focus on preparation for the Securities Industry Essentials (SIE) exam; after training, employees transition to a client-facing team role. The position requires approximately 4–5 months of full-time, in-person training. After training, employees serve as a first point of contact for advisors and investors, handling approximately 25–30 inbound contacts per day. They respond to account inquiries and support complex financial transactions, deliver client-focused service, research issues using databases, resolve problems, and work with internal teams to achieve effective outcomes.
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 December 2026.
- 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.
- Ability to complete approximately 4–5 months of full-time, in-person training.
- 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 and a strong sense of ownership.
- Candidates for this early-career program must not require employment sponsorship now or in the future.
Responsibilities
- Serve as the first point of contact for financial advisors and their investors after completing training.
- Handle approximately 25–30 inbound contacts per day, covering account inquiries and support for complex financial transactions.
- Deliver high-quality, client-centric service and positive experiences.
- Use critical thinking to resolve issues in real time and foster strong client relationships.
- Conduct detailed research and navigate databases to provide accurate solutions.
- Collaborate with internal teams to resolve client issues efficiently.
Benefits
- 401(k) matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
