Service Professional

2 months ago

Overland Park, Kansas, United States LPL Financial Full time

Join LPL Financial as a Service Professional: Launch Your Financial Services Career Today

Are you ready to kickstart your career in one of the most dynamic and fast-growing industries? Do you thrive on solving complex problems and delivering exceptional client experiences? Join LPL as a Service Professional and become a key player in empowering our financial advisors to help their clients achieve their dreams. At LPL Financial, we are offering an exciting opportunity for passionate individuals eager to make a mark in the financial services sector.

Why LPL Financial?

  • Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.
  • Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront.
  • Support & Development: From day one, you'll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.
  • Licensing Support: We invest in your future by paying for your Securities Industry Essentials (SIE) license and giving you dedicated time to study for it.

What You'll Do:

As a Service Professional at LPL Financial, you'll be at the forefront of delivering top-tier service to our advisors and investors. Here's a glimpse of what your day-to-day will look like:

  • Be the First Point of Contact: Manage 25-30 inbound calls daily, handling everything from simple balance inquiries to complex financial transactions.
  • Deliver Stellar Experiences: Provide a stellar brand experience with each interaction, embodying our client-centric values.
  • Problem Solve & Advise: Use your critical thinking skills to resolve issues in real-time, ensuring client satisfaction and fostering lasting relationships.
  • Research & Navigate: Conduct in-depth research and navigate multiple databases to find accurate solutions for our clients.
  • Collaborate & Innovate: Work closely with internal teams to ensure swift and effective resolutions, prioritizing a team-oriented approach.

What We're Looking For:

We are seeking strong collaborators who excel in a fast-paced environment and are passionate about client service. Ideal candidates will have:

  • Education: Bachelor's degree from an accredited institution or equivalent education and experience.
  • License: Securities Industry Essentials (SIE) required or obtained within the first 60 days of employment
  • Experience: 0-2+ years in a high-volume call center or client service role.
  • Core Skills: Consultative approach, problem-solving abilities, attention to detail, proficiency with computers and customer service software and navigating multiple systems simultaneously, and a strong appetite for learning.
  • Communication: Exceptional verbal and written communication skills.
  • Desirable: Experience in the financial services industry.

Perks & Benefits:

  • Competitive Pay: Enjoy a compensation package tailored to recognize your contributions.
  • Comprehensive Benefits: Including health care, paid time off, and paid volunteer time to support your well-being.
  • Work-Life Balance: Access to an onsite gym, recreation spaces, and cost-free mental wellness support.
  • Professional Development: Continuous learning opportunities to help you advance in your career.

Apply today and embark on a journey of professional growth and fulfillment with LPL Financial

Pay Range:

$20.48-$34.13/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at

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