LPL Financial Visa Sponsorship Jobs USA
LPL Financial is one of the largest independent broker-dealer networks in the United States, and it has a demonstrated track record of sponsoring foreign national talent in investment and asset management. For skilled professionals seeking U.S. work authorization in financial services, LPL Financial is a meaningful sponsorship option worth targeting.
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As Manager of the Employer Plan Services (EPS) team at LPL Financial, you'll step into a pivotal role at the heart of our Retirement Services team. In this position, you'll lead a talented group of around 20 service professionals, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing LPL’s mission by providing real-time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence. You will demonstrate critical thinking and problem-solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole.
Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client-centric values. By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.
Responsibilities:
- Directly lead and guide a team of about 20 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
- Coach team members in real-time, inclusive of coaching sessions after pain points are identified to further develop your team’s call management skills.
- Support your team, advisors, and end clients through service escalations, as needed.
- Use performance reports, including individual frontline and team metrics to better coach, develop, and manage your team to performance.
- Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
- Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
- Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
- Partner with HR colleagues and advise senior leadership on progressive counseling needs for team members, actively participating in the creation and presentation of action plans to enhance performance.
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 6+ years of progressive experience in related fields
- Minimum of 2 years as a team lead or manager of a team
- SIE Required
- FINRA Series 7 or willingness to obtain within 90 days
Core Competencies:
- Highly skilled at coaching, employee development, and managing and supporting employee performance
- Strong ability to drive results within a team
- Demonstrated proficiency in customer service
- Excellent communication skills; both written and verbal
- Problem-solving skills and ability to analyze performance data trends
- Agile mindset
Preferences:
- Financial services or FinTech experience
- Call center or service center high volume call and team management
- Professional coaching certifications
- Knowledge of project management tools and techniques
- Experience managing hybrid employees (in-office and remote)
Pay Range:
$66,744.00 - $111,240.00
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, 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.
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.
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.
Job Overview:
As Manager of the Employer Plan Services (EPS) team at LPL Financial, you'll step into a pivotal role at the heart of our Retirement Services team. In this position, you'll lead a talented group of around 20 service professionals, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing LPL’s mission by providing real-time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence. You will demonstrate critical thinking and problem-solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole.
Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client-centric values. By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.
Responsibilities:
- Directly lead and guide a team of about 20 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
- Coach team members in real-time, inclusive of coaching sessions after pain points are identified to further develop your team’s call management skills.
- Support your team, advisors, and end clients through service escalations, as needed.
- Use performance reports, including individual frontline and team metrics to better coach, develop, and manage your team to performance.
- Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
- Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
- Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
- Partner with HR colleagues and advise senior leadership on progressive counseling needs for team members, actively participating in the creation and presentation of action plans to enhance performance.
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 6+ years of progressive experience in related fields
- Minimum of 2 years as a team lead or manager of a team
- SIE Required
- FINRA Series 7 or willingness to obtain within 90 days
Core Competencies:
- Highly skilled at coaching, employee development, and managing and supporting employee performance
- Strong ability to drive results within a team
- Demonstrated proficiency in customer service
- Excellent communication skills; both written and verbal
- Problem-solving skills and ability to analyze performance data trends
- Agile mindset
Preferences:
- Financial services or FinTech experience
- Call center or service center high volume call and team management
- Professional coaching certifications
- Knowledge of project management tools and techniques
- Experience managing hybrid employees (in-office and remote)
Pay Range:
$66,744.00 - $111,240.00
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, 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.
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.
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.
Job Roles at LPL Financial
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Get Access To All JobsTips for Finding LPL Financial Visa Sponsorship Jobs USA
Target roles in technology and operations
LPL Financial's sponsorship activity is concentrated in technical and operational functions that support its broker-dealer platform. Focus your applications on software engineering, data, compliance technology, and operations roles where visa sponsorship is most consistently offered.
Understand both H-1B and Green Card pathways
LPL Financial sponsors both H-1B and permanent residence, making it a strong long-term option for foreign nationals. If you're thinking beyond initial work authorization, ask recruiters early whether the role has a history of Green Card sponsorship support.
Align your background with specialty occupation standards
H-1B eligibility at a financial services firm requires your role to qualify as a specialty occupation. Roles in financial analysis, software development, and quantitative research typically meet the bar, make sure your degree directly supports the position you're applying for.
Research LPL Financial's verified sponsorship history before applying
Not every open role at LPL Financial will come with sponsorship. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and identify which positions have actually supported visa candidates in investment and asset management.
Prepare for a structured financial services hiring process
LPL Financial's recruitment process reflects the compliance culture of the investment industry. Expect multiple interview rounds, background checks, and licensing inquiries, build extra lead time into your job search if you're working against an OPT or visa expiration deadline.
Engage the recruiter directly about sponsorship willingness
Even at firms with an active sponsorship track record, individual hiring managers may have different thresholds. Raise visa sponsorship in your first recruiter conversation to avoid investing weeks in a process that won't move forward for authorization reasons.
Frequently Asked Questions
Does LPL Financial sponsor H-1B visas?
Yes, LPL Financial sponsors H-1B visas. The company has a consistent history of filing H-1B petitions for foreign national employees, primarily in technical and professional roles that qualify as specialty occupations. Sponsorship is not guaranteed for every open position, so it's worth confirming with the recruiter early in the process whether a specific role is eligible.
What types of visas does LPL Financial sponsor?
LPL Financial sponsors H-1B nonimmigrant work visas and supports permanent residence through the Green Card process, including EB-2 and EB-3 immigrant visa categories. The company's Green Card sponsorship activity is notably stronger than its H-1B volume, suggesting LPL Financial invests in long-term retention of sponsored employees rather than short-term authorization alone.
Which departments or roles at LPL Financial are most likely to receive visa sponsorship?
Sponsorship at LPL Financial is most common in roles supporting its technology infrastructure, data platforms, financial operations, and compliance systems. Software engineers, data engineers, quantitative analysts, and technology project managers represent the profile of candidates most frequently sponsored. Business and client-facing roles may be less consistent, depending on the hiring team and budget cycle.
How do I find open jobs at LPL Financial that offer visa sponsorship?
The most reliable approach is to search for LPL Financial directly on Migrate Mate, which tracks verified sponsorship employers and filters job listings by real filing history. This saves time compared to applying broadly and discovering late in the process that sponsorship isn't available for a particular role or department at LPL Financial.
How do I time my application to LPL Financial around the H-1B cap?
H-1B cap-subject petitions must be filed in April for an October 1 start date, so you'll want to have an offer in hand by late February or early March to give your employer enough time to prepare. LPL Financial's experience with sponsorship means their HR and legal teams are familiar with this timeline, but starting your job search six to nine months before your current authorization expires is strongly advisable.