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$23/hr–$39/hr
Full-time
401K Matching, Health Benefits, Employee Stock Options, Paid Time Off, Paid Holidays, Volunteer Time Off
Posted 23d ago
~40 hrs/week
Responsibilities
Provide administrative and operational support to Financial Advisors and clients, including handling account transactions and onboarding. Manage daily inquiries, maintain accurate records, and collaborate with internal teams to resolve complex issues.
Requirements
Requires at least one year of experience in the financial industry, preferably in wealth management, and one year of client service experience. Candidates should possess strong communication skills and a desire to obtain industry licenses such as SIE, Series 7, and 66.
Full 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:
This full-time in office employment opportunity for the Sound CU to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.
Responsibilities:
Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution. Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology. Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues. Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs. Provide administrative support including scheduling, preparing materials, and maintaining client information.
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:
1+ years of financial industry experience, preferably in wealth management
1+ years in client service with excellent communication skills
Some travel to local branches required
Core Competencies:
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Preferences:
Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)
#LI-Onsite
Pay Range:
$23.52-$39.17/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 (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. 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.
Empowering financial advisors to deliver personalized advice to all who need it.
Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1989
Headquarters
San Diego, CA
LinkedIn followers
180,744
Total funding
$2.5B
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, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US
How many Administrative jobs are open in Washington, DC right now?
There are currently 2,257 open administrative positions in Washington, DC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Washington, DC?
Companies currently hiring include American University Library, CACI International Inc, Aiken Regional Medical Centers, The World Bank Group, Cushman & Wakefield, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Washington, DC?
Yes — 769 of the 2257 open administrative positions offer remote or hybrid work (191 remote, 578 hybrid).
How do I apply for Administrative jobs in Washington, DC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.