Advisor Compensation Solution Professional

LPL Financial•Tempe, AZ

10d•$19 - $32

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Advisor Compensation Solution Professional will assist with inbound calls and partners with business units to research and solve issues and cases regarding compensation inquiries received via phone and email. This role assists with billing related items and in planning/supporting high impact projects and initiatives to ensure successful outcomes and results for our department and advisors.

Requirements

1 - 2 years experience in customer service or comparable industry
Experience within the financial services industry (preferred)
Experience with Microsoft Office ( Excel )
Excellent phone communication and listening skills with a focus on understanding each advisor’s unique needs
Self-motivated and adaptive to a fast-paced, changing environment
Organizational and critical thinking skills
Understanding of the advisor role

Nice To Haves

Bachelor’s degree in finance
SIE certification

Responsibilities

Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
First point of contact for assisting Advisors and their staff with inquiries and requests.
Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.
Supporting teammates and the department on other compensation tasks and activities.
Sharing ideas to improve and enhance the advisor experience.