New Grad January 2027 - Financial Service Professional (Fort Mill)

LPL Financial•Charlotte, NC

3d•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, and collaboration. It 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 four to five months. After training, the employee joins a team serving as a first point of contact for advisors and investors, handling approximately 25–30 inbound contacts per day. Inquiries range from straightforward account questions to support for complex financial transactions. The schedule falls between 8 AM and 8 PM EST, Monday through Friday. The position 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 May 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.
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.
Ability to complete approximately four to five months of full-time, in-person training.

Responsibilities

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