New Grad 2026- Financial Service Professional (Tempe)

Job Overview

As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services.

Responsibilities

• Take 25-30 inbound contacts daily, handling simple account inquiries to complex financial transactions.
• Deliver stellar experiences with each interaction, embodying client-centric values.
• Utilize critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
• Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
• Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

Requirements

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license required within 60 days of employment.
• Graduation timeframe between May 2025 and June 2026.
• 0–2 years in a client-facing, service-oriented role.
• Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday.

Core Competencies

• 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 with a strong sense of ownership.

Preferences

• Experience or education in financial services.
• Familiarity with customer service software and multi-system navigation.
• SIE certification obtained or in progress.