Advisor Compensation Solution Professional

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Advisor Compensation Solution Professional will assist with inbound calls and partners with business units to research and solve issues and cases regarding compensation inquiries received via phone and email. This role assists with billing related items and in planning/supporting high impact projects and initiatives to ensure successful outcomes and results for our department and advisors.

Responsibilities:

• Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
• First point of contact for assisting Advisors and their staff with inquiries and requests.
• Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.        
• Supporting teammates and the department on other compensation tasks and activities.
• Sharing ideas to improve and enhance the advisor experience.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1+ years experience in customer service or comparable industry

Core Competencies:

• Excellent phone communication and listening skills with a focus on understanding each advisor’s unique needs
• Self-motivated and adaptive to a fast-paced, changing environment
• Organizational and critical thinking skills
• Understanding of the advisor role

Preferences:

• Experience within the financial services industry
• Experience supporting advisors and providing white glove service
• NICE phone system experience and working in high call volume environments
• Experience with Microsoft Excel (pivot tables)
• Experience with tools such as Dynamics, Client Works, and Oracle would be a plus
• Varicent experience would be a plus
• Bachelor’s degree in finance
• SIE certification

 

Pay Range:

$18.92-$31.49/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. 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , 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, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26