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Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.
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Job Overview:As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team. At LPL, we believe that objective financial guidance is a fundamental need for everyone.
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LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Join the LPL team and help us make a difference by turning life's aspirations into financial realities.
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If so, LPL Financial is the place for you! in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial.
$60,000 - $120,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Experience with LPL and Axos custodial platforms. CG Financial is an EOS company. Help the Senior and Managing Financial Advisor achieve their new business goals. Escalate problems or client issues and bring to the attention of the Financial Advisor as required.
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In this role, you’ll assist the Office of Supervisory Jurisdiction (OSJ) with supervision for custodian LPL Financial and manage compliance activities for IFG Advisory’s Registered Investment Advisor (RIA.
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This employment opportunity at Central Trust Bank in Moberly, MO would allow you to join the Investment Program at Central Trust Bank as a Financial Advisor associated with LPL Financial.
$40,000 - $80,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Provide reporting as needed to FIS program manager and CEO. Reconcile Insurance Services DDA for General Agency outside (non-LPL) business. Direct internal financial reporting for the Financial Investment Services (FIS) line of business.
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Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. This employment opportunity at BECU Financial Services in Bellingham, WA would allow you to join the Investment Program at BECU Financial Services as a Financial Advisor associated with LPL Financial.
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This employment opportunity at Simmons Bank in Athens, TN would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Employment is with Simmons Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
$80,000 - $120,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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This employment opportunity at M&T Bank in South Burlington, VT would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
$125 - $150Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
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Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates.
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Familiarity or experience with LPL Financial, Raymond James, Schwab and/or Fidelity. The Compensation Specialist will report directly to the Sr Manager of Financial Operations. Experience within the financial services industry highly preferred, whether working in an RIA or within a multi-custodial environment.
ExpandApply NowActive JobUpdated 6 days ago
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