New Grad 2026 - Financial Service Professional (fort Mill)

Financial Service Professional At LPL Financial

At LPL, we are committed to the success of every financial professional, team, and program we serve. It is our goal to provide the highest-quality support, training, tools, and advice to help our advisors.

When you join our team, you join us on this mission of serving others and you give yourself access to a future of exciting career growth!

What you can expect:

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 and the opportunity to create value and serve others is endless.

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.

Registration Support: We invest in your professional future by supporting you in obtaining your Securities Industry Essentials (SIE) registration. This support includes paid, on-the-job study time, with readily available resources that you can take advantage of including access to expert coaches and group study sessions.

Opportunities to study for and obtain your Series 7 registration are available as part of our advanced career journeys as you grow in your role. These exams can be challenging but we are here to help!

What You'll Do:

As a Financial Service Professional at LPL Financial, you'll play a vital role in providing exceptional service to our advisors and investors. Here's a glimpse of what your day-to-day will look like:

Your journey will begin with a four-month training program, during which you will study for and obtain your SIE, receiving extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time.

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.

Our Financial Service Professionals spend their days on a dynamic set of activities including:

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.

Career & Community: You'll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community here at LPL!

What We're Looking For:

We are seeking strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services. Ideal candidates will have:

Education: Bachelor's degree from an accredited institution or equivalent education and experience.

Registration: Securities Industry Essentials (SIE) required or obtained within the first 60 days of employment.

Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Core Skills: High empathy and a passion for helping people, strong problem-solving abilities with an initiative­ taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.

Communication: Exceptional verbal and written communication skills.

Desirable: Experience in or education about the financial services industry.

Work Schedule and Locations:

Work Schedules: We offer a variety of schedules designed to meet our customers' needs. Applicants must be able to support working a regularly schedule shift anytime between the hours of 8am EST and end as late as 8pm EST Monday-Friday.

Location: The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office to take full advantage of in-person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office. Your schedule will depend on the business needs and requirements of your assigned team.

Perks & Benefits:

Competitive Pay: Receive a compensation package designed to acknowledge and reward your contributions. Comprehensive Benefits: Benefit from a wide range of offerings, including health care, paid time off, and paid volunteer time to enhance your overall well-being.

Work-Life Balance: Enjoy access to onsite gyms (available in select locations), recreational spaces, and complimentary mental wellness support to promote a healthy work-life balance.

Growth & Development: At LPL, continuous learning and career growth are integral to our culture. Our development programs are designed to foster a growth mindset through engaging, high-impact learning experiences.

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 offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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 @lplfinancial.com 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