New Grad Summer 2027 - Financial Service Professional (Tempe)

LPL Financial•Tempe, AZ

2d•Onsite

About The Position

LPL Financial’s Financial Service Professional role provides service to financial advisors and their investors. The position combines client interaction, problem-solving, research, 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 role. Training is full-time and in person for approximately 4–5 months. After training, employees join a team serving as the first point of contact for advisors and investors, handling 25–30 inbound contacts each day. Inquiries range from basic account questions to assistance with complex financial transactions. The position is based in Tempe, with scheduled shifts between 8 AM and 8 PM EST, Monday through Friday. Employment is 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 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.
Must be able to work full-time, in-person training for approximately 4–5 months.

Responsibilities

Serve as a first point of contact for financial advisors and their investors, handling 25–30 inbound contacts daily.
Deliver high-quality, client-centric service and positive experiences.
Resolve client issues in real time using critical thinking and problem-solving skills.
Research client questions and navigate databases to provide accurate solutions.
Work with internal teams to resolve issues efficiently and effectively.
Support account inquiries and complex financial transactions.