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LPL Financial
LPL Financial

60 Lpl Financial Wealth Manager Jobs Hiring Near You

LPL Financial

AVP, Growth Manager

Austin, TX · Remote

$99K - $166K/yr

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 ...

LPL Financial

AVP, Growth Manager

$99K - $166K/yr

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 ...

LPL Financial

AVP, Advisory Consulting

Fort Mill, SC · On-site

$103K - $172K/yr

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 ...

LPL Financial

AVP, Advisory Consulting

Fort Mill, SC · Remote

$103K - $172K/yr

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 ...

LPL Financial

AVP, Product Manager

Fort Mill, SC · On-site

$109K - $182K/yr

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 ...

LPL Financial

Manager, Overlay Trading

Tempe, AZ

$106K - $176K/yr

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 ...

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LPL Financial Jobs Information

Do workers at LPL Financial get paid breaks?

Yes. Most people get paid breaks.
73% of people say they get paid breaks.
Based on data from 49 people who took the Breakroom Quiz between January 2025 and August 2026.

Does LPL Financial pay people when they’re sick?

Yes. Most people get paid when they’re sick.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and August 2026.

At LPL Financial, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
81% of people say they have to use vacation days when they’re out sick.
Based on data from 37 people who took the Breakroom Quiz between August 2025 and August 2026.

Is the health insurance from LPL Financial affordable enough for their workers?

Most people say the health insurance costs are okay.
84% of people say the health insurance costs are okay
Based on data from 43 people who took the Breakroom Quiz between March 2025 and August 2026.

Do people get paid time off at LPL Financial?

Most people get paid time off work.
93% of people say they get paid time off.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and August 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 82% of people with changing schedules find out their shifts one week or less ahead of time.
  • 18% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 0% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.

Do workers at LPL Financial worry about hours?

Most people don’t worry about getting enough hours.
89% of people report they don’t worry about getting enough hours.
Based on data from 38 people who took the Breakroom Quiz between January 2025 and May 2026.

Do LPL Financial workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
45% report that they don’t have enough control over which shifts they work.
Based on data from 33 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it for LPL Financial workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it to get time off at LPL Financial?

Most people find it easy to get time off.
79% of people report it’s easy to get time off.
Based on data from 33 people who took the Breakroom Quiz between August 2025 and August 2026.

Do LPL Financial managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
89% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 37 people who took the Breakroom Quiz between January 2025 and May 2026.

Do jobs at LPL Financial spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 38 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it to take sick days at LPL Financial?

Most people find it easy to take sick days.
78% of people report that it’s easy to take time off if they are sick.
Based on data from 36 people who took the Breakroom Quiz between August 2025 and August 2026.

Is working at LPL Financial good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
72% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between January 2025 and August 2026.

Do people at LPL Financial feel treated with respect by their managers?

Most people feel treated with respect by their managers.
85% of people say they’re treated with respect by their managers.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial get to take their breaks without interruption?

Most people get breaks without interruption.
81% of people report that they get to take their breaks without interruption.
Based on data from 32 people who took the Breakroom Quiz between August 2025 and August 2026.

Is it stressful to work at LPL Financial?

Some people feel stressed out here.
64% of people say they often feel stressed out at work.
Based on data from 39 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 30 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get enough training when they start at LPL Financial?

Most people got enough training when they started.
68% of people report they got enough training when they started working here.
Based on data from 37 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get support to advance at LPL Financial?

Only some people are given support to advance their career here.
In the last year, 43% of people report not being given support to advance their career here.
Based on data from 37 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people think LPL Financial’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 34 people who took the Breakroom Quiz between August 2025 and August 2026.

Do workers feel well informed about how LPL Financial is doing?

Most people feel well informed about how the company is doing.
68% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 34 people who took the Breakroom Quiz between August 2025 and August 2026.

What other companies are hiring for Wealth Manager jobs?

What are the most popular jobs at Lpl Financial?

What are the most popular categories at Lpl Financial?

Infographic showing various Wealth Manager job openings at Lpl Financial in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 68% Physical, 14% Hybrid, and 18% Remote job distribution.

Associate Financial Representative

LPL Financial

Houston, TX • On-site

Full-time

Medical, Retirement, PTO

Posted 28 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 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:
Wealth Advisors Group (WealthAG) 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 of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:
  • Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
  • Handling and executing client transaction and general customer service requests.
  • Prepare client reports and proposals as required
  • Support other departments and independent financial advisors in their understanding of the program
  • Actively participate in customer service training and other training to remain current with operational policies and procedures
  • Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
  • Communicate operational and financial industry policies and procedures.
  • Identify new sales and asset retention opportunities
  • Regularly exercise excellent business judgment
  • Research and resolve advisor and client issues

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 working experience
  • Series 7
  • Series 63 and 65, or 66 License
  • 1 years + of direct client experience within the financial services industry

Preferences:
  • Life and Health
  • Excellent telephone service/relationship management skills
  • 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
  • Prior financial trading experience
  • Ideal candidate will have prior tele-sales experience
  • Must have excellent communication skills, and strong service ethic
  • Previous Experience as a financial advisor
  • Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered

Pay Range:
67,500.00 - 112,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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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