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Lpl Jobs in Michigan (NOW HIRING)

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

Become primary point person for our custodian - LPL * Maintain and update client data in Redtail * We are a team that is always striving to improve our processes and we ask our entire team to help ...

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

Become primary point person for our custodian - LPL * Maintain and update client data in Redtail * We are a team that is always striving to improve our processes and we ask our entire team to help ...

RIA Recruiting

Client Service Associate

Portage, MI · On-site

$65K - $80K/yr

Become primary point person for our custodian - LPL * Maintain and update client data in Redtail * We are a team that is always striving to improve our processes and we ask our entire team to help ...

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All JobsLpl JobsLpl Jobs in Michigan

Lpl information

See Michigan salary details

$35.4K

$48.5K

$67.7K

How much do lpl jobs pay per year?

As of Sep 9, 2026, the average yearly pay for lpl in Michigan is $48,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $54,000.00 per year, depending on experience, location, and employer.

What is an LPL?

LPL typically stands for Licensed Professional Counselor or, in the financial industry, LPL Financial, which is a broker-dealer and registered investment advisor. If you are referring to LPL Financial, LPL advisors help clients with investment planning, retirement solutions, and overall financial advice. They act as independent financial advisors offering a wide range of products and services to individuals, businesses, and institutions. LPL advisors are not tied to any specific investment products, allowing them to recommend solutions that best fit their clients' needs.

What does an LPL do?

As an LPL (Licensed Practical Nurse), you can expect to handle a range of patient care tasks such as monitoring vital signs, administering medications, assisting with daily living activities, and updating patient records. You'll work closely with registered nurses and physicians, often serving as the primary point of contact for patients. The role requires strong communication and organizational skills, as you'll frequently coordinate with other healthcare professionals to ensure comprehensive patient care. Flexibility is also important, as shifts may include evenings, nights, or weekends depending on the facility.

What are the key skills and qualifications needed to thrive as an LPL, and why are they important?

To thrive as a Licensed Private Investigator (LPL), you need strong analytical skills, attention to detail, and investigative experience, typically supported by a relevant license and sometimes a background in law enforcement or criminal justice. Familiarity with surveillance equipment, digital forensics tools, and databases for background checks is often required. Excellent communication, discretion, and critical thinking are important soft skills for building trust with clients and handling sensitive information. These skills and qualities are crucial for conducting thorough investigations, ensuring legal compliance, and achieving reliable results for clients.

What is the difference between Lpl vs Financial Advisor?

AspectLPLFinancial Advisor
CredentialsSeries 7, 66/65, and other licensesSeries 7, 66/65, CFP, or other certifications
Work EnvironmentBrokerage firms, financial services companiesIndependent or firm-based, client-facing
Employer & IndustryFinancial services firms, broker-dealersFinancial planning firms, banks, or independent
Common Search & ComparisonYesYes

Both LPL representatives and Financial Advisors typically hold similar licenses like Series 7 and 66/65, work in client-facing financial services environments, and are employed by financial firms or operate independently. The main difference lies in the specific roles and branding: LPL is a broker-dealer platform supporting advisors, while Financial Advisors focus on personalized financial planning. Understanding these distinctions helps clients choose the right professional for their financial needs.

What are popular job titles related to Lpl jobs in Michigan?

For Lpl jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Lpl jobs in Michigan look for?

The top searched job categories for Lpl jobs in Michigan are:

Lpl jobs near you
Infographic showing various Lpl job openings in Michigan as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 69% Physical, 13% Hybrid, and 18% Remote job distribution, with an average salary of $48,499 per year, or $23.3 per hour.

Client Service Associate

Portage, MI • On-site

RIA Recruiting
See more jobs at RIA Recruitingexternal

$65K - $80K/yr

Other

Medical, Retirement, PTO

Posted 19 days ago

Job description

626 Financial is a growing wealth management firm located in Portage, MI. We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at 626financial.com.

Compensation:

  • Salary range of $65K-80K , commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance
  • 401(k) with employer match
  • Profit Sharing Plan after first year of employment
  • Pension Plan after first year of employment
  • Generous PTO Policy & Paid Holidays
  • Professional, Fun, Motivating Atmosphere

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for our custodian - LPL
  • Maintain and update client data in Redtail
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make better and better over time!

Requirements:

  • 3 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Series 65 or the ability to obtain
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time – we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Series 65 is not required but would be a plus

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

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