New Grad Summer 2027

Job Title: Financial Service Professional (Tempe) - New Grad Summer 2027

About the Role

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. The role begins with a comprehensive training program, including the first 30 days focused on Securities Industry Essential (SIE) exam preparation, and then transitions into a dynamic, client-facing position.

Key Responsibilities

Upon graduation from training, you will be onboarded to a team where 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: Deliver stellar experiences with each interaction, embodying our client-centric values.
• Problem Solve & Advise: Utilize 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.

Requirements & Tech Stack

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license required within 60 days of employment.
• Graduation timeframe between December 2025 and May 2027.
• 0–2 years in a client-facing, service-oriented role.
• Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday.
• This position requires full-time, in-person training for approximately 4–5 months.

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.

Pay Range

$23.18-$38.63/hour

Actual 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.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.