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Summary
About the Role
About You
- 4–6 years of experience in financial services, wealth management, business operations, or program coordination.
- Exposure to third-party vendor management or contract processes.
- Strong analytical skills and comfort with tools like Excel, Smartsheet, or CRM platforms.
- Excellent communication and project management skills.
- Experience supporting high-net-worth or ultra-high-net-worth client segments.
- Familiarity with referral-based or concierge service models.
- Bachelor’s degree required; advanced degree or MBA a plus.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 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. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.