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LPL Financial · 1 week ago

New Grad 2026- Financial Service Professional (Tempe)

Tempe, AZ

Full-time

Onsite

New Grad, Entry Level

$20.48/hr - $34.13/hr

0+ years exp

LPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. As a Financial Service Professional, you will provide exceptional service to advisors and their investors, combining client interaction, problem-solving, and collaboration in a dynamic, client-facing role.

FinanceFinancial Services

Responsibilities

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

World-Class Service: You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values

Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships

Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients

Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach

Qualification

Securities Industry Essentials (SIE)Client-facing experienceProblem-solving skillsAttention to detailEmpathyCustomer service softwareMulti-system navigationFinancial services knowledgeVerbal communicationWritten communicationTeam collaborationInitiative-taking