{"id":2201650,"url":"https://alion.io/job/lpl-financial-associate-service-consultant","title":"Associate Service Consultant","company":{"id":678842,"name":"LPL Financial","domain":"lpl.com","url":"https://alion.io/company/lpl","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":72,"ghost_share":0,"stale_share":0.958,"repost_share":0,"time_to_fill_p50_days":20,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Tempe, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":29000,"max_usd":56000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1202},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-09T21:26:50Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-20T14:45:41Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"Where Ambition Meets Innovation\nBuild 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.\nJob Overview: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.\nResponsibilities:\nHandle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates. \nMaintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes. \nProvide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions. \nProactively seek help, escalate issues when necessary, and efficiently resolve problems during calls. \nWhat are we looking for?\nWe’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.\nRequirements:\n1-2 years of Customer Service Experience preferably in Financial Services\nCore Competencies:\nHigh empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.\nOrganized with a strong attention to detail with the ability to navigate multiple systems simultaneously.\nA strong curiosity coupled with a desire for continuous learning.\nCustomer focus\nCommunication skills\nProven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees\nPreferences:\nSIE, Series 7 preferred (Opportunity to license in the future if not already licensed)\nPay Range:\n$21.10-$35.16/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:\nLPL 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.\nAt 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.\nFor further information about LPL, please visit www.lpl.com.\nJoin 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.\nInformation on Interviews:\nLPL 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.\nEAC 5.19.26","description_format":"text","description_chars":4938,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Continuous learning","Stock options"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-09T21:26:50Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 121 · green card filings: 3","filings_12m":121,"filings_prev_12m":103,"green_card_filings_12m":3,"median_offered_wage_usd":152379,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":53,"band":"ok","label":"Likely open","p_open":1,"p_active":0.592,"p_room":0.9,"age_days":10,"expected_fill_days":20,"reasons":["conf:0","stale_co","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/lpl-financial-associate-service-consultant","json_url":"https://alion.io/job/lpl-financial-associate-service-consultant.json","meta":{"generated_at":"2026-10-20T20:32:21Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23861,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":678842},"rest":"https://alion.io/mcp/rest/get_company?id=678842"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flpl-financial-associate-service-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flpl-financial-associate-service-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flpl-financial-associate-service-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lpl-financial-associate-service-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flpl-financial-associate-service-consultant"}]}