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Financial Service Professional Jobs (NOW HIRING)

LPL Financial

Financial Service Profesional

Tempe, AZ · Hybrid

$23.18 - $38.63/hr

Job Overview As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving ...

All Financial Freedom

Financial Service Specialist

$60K - $75K/yr

This role emphasizes professionalism, communication, and client support rather than sales. The ... Prior financial services experience is not required. Training and licensing support are provided.

Cetera Financial Group

Service Professional

Saint Augusta, MN · On-site

$17.75 - $23.25/hr

IRA Coordinator Cetera is a leading financial advice firm. Comprehensive services include: wealth ... Everything we do is designed to support and empower our financial professionals, their clients, and ...

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$38.5K

$95.5K

$146K

How much do financial service professional jobs pay per year?

As of Jun 6, 2026, the average yearly pay for financial service professional in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Service Professional, and why are they important?

To thrive as a Financial Service Professional, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or business and relevant industry licenses. Familiarity with financial planning software, CRM systems, and tools like Bloomberg Terminal or Morningstar is typically required. Strong interpersonal skills, integrity, and effective communication set top performers apart in building trust and maintaining client relationships. These skills are crucial for providing sound financial advice, ensuring regulatory adherence, and fostering long-term client satisfaction.

What are Financial Service Professionals?

Financial Service Professionals are experts who help individuals and businesses manage their finances, plan for the future, and achieve financial goals. They may provide services such as investment advice, retirement planning, insurance solutions, tax strategies, and estate planning. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their goal is to help clients make informed decisions about their money and financial security.

What is the difference between Financial Service Professional vs Financial Advisor?

AspectFinancial Service ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial servicesMore specific to personal financial planning
Common Search & ComparisonOften compared for licensing and rolesCompared for client advisory services

The main difference is that a Financial Service Professional is a broad term covering various roles in financial services, often with different licenses, while a Financial Advisor specifically provides personalized financial planning and advice, usually with advanced certifications like CFP. Both roles work within the financial industry but focus on different aspects of client service and expertise.

What are some common challenges Financial Service Professionals face when building a client base, and how can they overcome them?

Financial Service Professionals often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining consistent referrals. Overcoming these hurdles typically involves proactive networking, leveraging professional certifications, and providing personalized financial advice tailored to each client's goals. Building long-term relationships through transparent communication and ongoing education can also help establish credibility and foster client loyalty in this dynamic field.
What cities are hiring for Financial Service Professional jobs? Cities with the most Financial Service Professional job openings:
What are the most commonly searched types of Financial Service jobs? The most popular types of Financial Service jobs are:
What states have the most Financial Service Professional jobs? States with the most job openings for Financial Service Professional jobs include:
Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 84% Full Time, 7% Part Time, 1% Temporary, and 7% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.
New Grad 2026- Financial Service Professional (Tempe)

New Grad 2026- Financial Service Professional (Tempe)

LPL Financial Holdings, Inc.

Tempe, AZ • On-site

$21.10 - $35.16/hr

Full-time

Medical, Retirement, PTO

Posted 17 days ago

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

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:
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. You'll start with a comprehensive training program and progress into a dynamic, client-facing role.
Responsibilities:
Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.
Our Financial Service Professionals spend their days on a dynamic set of activities including:
  • World-Class Service: You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.
  • Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
  • Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
  • Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

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:
  • Bachelor's degree or equivalent education and experience.
  • Securities Industry Essentials (SIE) license required within 60 days of employment.
  • Graduation timeframe between May 2025 and June 2026.
  • 0-2 years in a client-facing, service-oriented role.
  • Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday-Friday.

Core Competencies:
  • High empathy and passion for helping people.
  • Strong problem-solving and critical thinking skills.
  • Attention to detail and ability to navigate multiple systems.
  • Exceptional verbal and written communication skills.
  • Initiative-taking attitude with a strong sense of ownership.

Preferences:
  • Experience or education in financial services.
  • Familiarity with customer service software and multi-system navigation.
  • SIE certification obtained or in progress.

Pay Range:
$21.10-$35.16/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 LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
  • Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!
  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.
EAC12.9.25

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