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Added 2 mins ago
School Nurse (RN) 1 Day A Week REPOST
Naugatuck Public Schools
Naugatuck, CT
Serves as a member of the school team as the designated health professional (ex. Early Intervention Program (EIP), Student Assistance Team (SAT), 504 Team, Crisis Team, Planning and…
Added 4 mins ago
SU
Director - Corporate Accounting
Skanska USA
Arlington, VA · Parsippany, NJ
- $185,000 USD / year
…of the CDUS Finance and Accounting Team and serves as a key advisor to the CFO and business leadership. The role offers significant visibility across the business and the opportunity to…
Added 6 mins ago
UO
Residential Advisor
University of North Carolina- Chapel Hill
NC
- $16 USD / hour
Residential Advisors provide individual and family support to the families in the UNC Horizons program. This position is for a residential advisor that will provide support to the women and…
Added 6 mins ago
UO
Residential Advisor
University of North Carolina- Chapel Hill
NC
- $16 USD / hour
The OB-GYN Horizons Division is hiring a Residential Advisor to work in our residential treatment programs for women with substance use disorders and their children located in Chapel Hill.
Added 6 mins ago
UO
Residential Advisor
University of North Carolina- Chapel Hill
NC
- $16 USD / hour
The OB-GYN Horizons Division is hiring a Residential Advisor to work in our residential treatment programs for women with substance use disorders and their children located in Chapel Hill.
Added 11 mins ago
NI
AI Integration Engineer
NLIGHT Inc
Longmont, CO
- $31,533 USD / year
…security requirements. The position also serves as a technical advisor and educator, helping teams effectively adopt and leverage emerging AI capabilities. Success is measured by the…
Added 13 mins ago
Account Executive (North Central)
GuidePoint Security
MI
…partnerships with leading security vendors, and serves as a trusted advisor to more than 6,200…
Added 15 mins ago
Commercial Account Manager
120 Water, Inc.
United States
Outcome Driven. We take a team-first approach to deliver on our commitments to customers. We earn trusted-advisor status by doing what we say we will do.
Added 15 mins ago
Financial Valuation Intern | Spring 2027
CBIZ
Ewing, NJ
You are currently enrolled in a bachelor’s program studying a form a business, preferably finance. You enjoy working in a team environment.
Added 15 mins ago
Associate Financial Representative
LPL Employee Services
United States
…to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long-term investment needs, help design solutions that best meet their individual…
Added 15 mins ago
LE
Advisor Licensing Program
LPL Employee Services
United States
- $22.28 to $37.14 USD / hour
The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management,…
Added 16 mins ago
Senior Project Manager
Sopra Steria
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…processes, and ensure successful solution adoption. As a trusted advisor, you will help align business needs with technological capabilities while driving project governance, delivery…
Added 18 mins ago
Marketing Business Partner – Industry Groups
Schneider Downs
Columbus, OH
As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success,…
Added 20 mins ago
Site Activation Specialist II
Syneos Health, LLC
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…therapeutic area training; peer recognition and total rewards…
Added 20 mins ago
Country Start-Up Specialist -US
Syneos Health, LLC
Remote, United States
…therapeutic area training; peer recognition and total rewards…
Added 21 mins ago
Principal Engineer
Venturi
Huntsville, AL
…Defense Agency’s missions. This individual will act as a trusted advisor to the program office, delivering critical assessments of prime contractor designs, technical plans, and target…
Added 22 mins ago
Application Modernization Specialty Seller (Manufacturing / Automotive / Life Science) - US Remote
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Chicago, IL
As a trusted advisor and consultative seller, you will partner with senior technology and business leaders to shape modernization roadmaps, develop compelling transformation strategies, and…
Added 23 mins ago
TRiO SSS Academic Advisor/Student Support Liaison
Virginia Community Colleges
VA
Camp’s TRiO Student Support Services (SSS) program is a federally funded initiative, designed to support the academic success, retention, and graduation of students who are low-income,…
Added 23 mins ago
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Principal (Competitive Strategy)
Prescient Healthcare Group
Remote, United States
- $145,000 to $175,000 USD / year
You will act as a trusted advisor to senior client stakeholders, shaping the strategic questions our projects are designed to answer, and will partner with Directors and Vice Presidents to…
Added 25 mins ago
Vice President, FP&A (MARI)
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United States
…performance across a diverse portfolio. You’ll be a trusted advisor to the CFO and SVP, building a deep understanding of what drives each business and turning results into clear takeaways:…
Added 26 mins ago
Automotive Service Estimator/Dispatcher | $70k+ Annually & Weekends Off | Meridian
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Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar
Added 29 mins ago
HR Business Partner Commercial & R&D North America
United States
Act as trusted HR advisor to the leaders of US Commercial teams, US based IBP, Customer Services & Logistics and R&D in the US, translating business plans into people priorities, actions…
Added 30 mins ago
Leadership Development Lead
Peraton
Reston, VA
…This role will help strengthen the organization’s leader and program manager pipeline by building differentiated development opportunities for different leader…
Added 31 mins ago
Advanced Practice Nurse (Psychiatric)
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TACOMA, WA
…education programs for other health care professionals. Serves as advisor/member of committees as…
Added 39 mins ago
Regional Human Resources Business Partner
BluSky Restoration Contractors, LLC
San Diego, CA
Serve as the primary HR point of contact and strategic advisor for Regional Vice Presidents, Vice Presidents, and employees across all assigned locations.

LPL Employee Services

Advisor Licensing Program

United States

$22.28 to $37.14 USD / hour

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Job details

Pay: $22.28 to $37.14 USD / hour
Posting language: English
Posted: Nov 5, 2026

Original job description

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 Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The 6 month program provides a comprehensive training on LPL’s systems and procedures, tutoring and support to obtain necessary FINRA licenses (7&66), and coaching from our leadership team.

After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients immediate and long term investment needs, help design solutions that best meet their individual financial goals and help grow our book.

The start date for this position is 1/11/2027.

Responsibilities:

Licensure Testing: Training Advisors will be responsible for passing their SIE, series 7, and series 66 within the first 180 days of employment.
Training: Training Representatives will be immersed in a hands on and comprehensive training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, client service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate.
Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
Book Maintenance: Representatives will work together to ensure our book is operationally maintained, compliant, and delivering on our client experience commitments through proactive check ins and outreach.
Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis
Investment Solutions: Clients on our book possess a very wide range of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Advisors should have a detailed understanding of all account types, investment products, and investment markets in order to field questions from our diverse client base.
Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Advisors will need to be well versed in the consultative sales process in order to demonstrate the value of LPL as well as position financial plans and investment solutions that are appropriate for the client.
Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations.

What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. We want focused and driven individuals who can pass FINRA licensing’s tests and internalize our training program.

Requirements:

Bachelor’s degree or equivalent
Ability to work onsite M-F beginning 1/11/2027

Preferences:

SIE is preferred or strongly encouraged to have completed before start date
High integrity, detail oriented and ability to evaluate and mitigate risk
Must have excellent communication skills, an avid listener, and strong business writing skills
Passion for financial services and client service
Organized with their time, and able to pass multiple FINRA licensing examinations
telephone service/ client relationship management skills
Prior financial tele-sales, trading or call center service experience
Previous experience as financial advisor or delivering advice and guidance to retail clients
Basic understanding of financial planning concepts, investment markets, and account types
Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment
Proficient in Microsoft Office and web based applications.
Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills

Pay Range:

$22.28-$37.14/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

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Skills

Financial planning
Financial markets
Tutoring
Coaching
Sales
Customer service
Communication skills
Regulatory compliance
Process improvement
Microsoft Office
Assist customers

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