LPL Financial · 1 day ago
Advisor Compensation Solution Professional
LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Advisor Compensation Solution Professional will assist with compensation inquiries and support high-impact projects to ensure successful outcomes for the department and advisors.
FinanceFinancial Services
Responsibilities
Handling and researching inquiries and requests through multiple contact points such as phone calls and email
First point of contact for assisting Advisors and their staff with inquiries and requests
Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails
Supporting teammates and the department on other compensation tasks and activities
Sharing ideas to improve and enhance the advisor experience
Qualification
Required
1 - 2 years experience in customer service or comparable industry
Experience with Microsoft Office (Excel)
Excellent phone communication and listening skills with a focus on understanding each advisor's unique needs
Self-motivated and adaptive to a fast-paced, changing environment
Organizational and critical thinking skills
Understanding of the advisor role
Preferred
Experience within the financial services industry
Bachelor's degree in finance
SIE certification
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase