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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Get Access To All JobsWhere 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:
As the Transition Support Partner (TSP) in Business Transitions, you will lead transitions for all business lines and channels. As the subject matter expert on LPL’s core technology, operational processes and best practices, you will provide training and education specific to the advisor’s unique needs. Your top priority will be to ensure the advisor/firm has a seamless transition from their prior broker dealer to LPL.
Responsibilities:
- Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various departments throughout the firm as subject matter experts where needed.
- Leverage appropriate tools to facilitate in-depth training on all LPL technology with the goal of preparing the prospective advisor (and staff) to effectively operate our technology upon license transfer to LPL. The training focuses on three key elements: basic operational needs such as opening new accounts, transferring of assets and once established, maintaining accounts with the goal of growing the advisor’s business.
- Provide repapering support to aid new advisors in moving their book of business to LPL. This could include data entry for the purpose of establishing an account, thorough tracking of the opening and funding of accounts as well as the proper setup of additional account details such as check writing, and the management of notifications related to the movement of the advisor’s book of business.
- Ultimately, the go-to person for the advisor throughout the transition. You will be expected to navigate issues by leveraging critical thinking and problem-solving skills and know when to engage management for additional support when needed.
- Discuss technology needs of the advisor and provide additional training on LPL proprietary premium products and third-party tools, as necessary.
- Support the execution of department projects and initiatives, as necessary.
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
- 2+ years of experience in financial services and/or client-facing role is required
- Must be able to travel up to 50-60% of the time
Core Competencies:
- Strong listening skills with a focus on understanding each advisor’s unique needs
- Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
- Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
- Expertise in various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans
- Previous travel experience preferred
- Adaptable, quick learners who can jump in with limited training
- Proficient webinar host with outstanding presentation skills
- Proactive, critical thinker with professional maturity who can self-manage
- Experience with Microsoft products (Word, Excel, PowerPoint and Outlook), Salesforce
Preferences:
- 1+ year of training, business consulting, or practice management expertise in the investment services space preferred
- Bachelor's degree in Finance, Business, Economics, or related field preferred
- Series 7 and 63, 65 or 66 preferred
Pay Range:
$30.70-$51.15/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, 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.
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:
As the Transition Support Partner (TSP) in Business Transitions, you will lead transitions for all business lines and channels. As the subject matter expert on LPL’s core technology, operational processes and best practices, you will provide training and education specific to the advisor’s unique needs. Your top priority will be to ensure the advisor/firm has a seamless transition from their prior broker dealer to LPL.
Responsibilities:
- Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various departments throughout the firm as subject matter experts where needed.
- Leverage appropriate tools to facilitate in-depth training on all LPL technology with the goal of preparing the prospective advisor (and staff) to effectively operate our technology upon license transfer to LPL. The training focuses on three key elements: basic operational needs such as opening new accounts, transferring of assets and once established, maintaining accounts with the goal of growing the advisor’s business.
- Provide repapering support to aid new advisors in moving their book of business to LPL. This could include data entry for the purpose of establishing an account, thorough tracking of the opening and funding of accounts as well as the proper setup of additional account details such as check writing, and the management of notifications related to the movement of the advisor’s book of business.
- Ultimately, the go-to person for the advisor throughout the transition. You will be expected to navigate issues by leveraging critical thinking and problem-solving skills and know when to engage management for additional support when needed.
- Discuss technology needs of the advisor and provide additional training on LPL proprietary premium products and third-party tools, as necessary.
- Support the execution of department projects and initiatives, as necessary.
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
- 2+ years of experience in financial services and/or client-facing role is required
- Must be able to travel up to 50-60% of the time
Core Competencies:
- Strong listening skills with a focus on understanding each advisor’s unique needs
- Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
- Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
- Expertise in various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans
- Previous travel experience preferred
- Adaptable, quick learners who can jump in with limited training
- Proficient webinar host with outstanding presentation skills
- Proactive, critical thinker with professional maturity who can self-manage
- Experience with Microsoft products (Word, Excel, PowerPoint and Outlook), Salesforce
Preferences:
- 1+ year of training, business consulting, or practice management expertise in the investment services space preferred
- Bachelor's degree in Finance, Business, Economics, or related field preferred
- Series 7 and 63, 65 or 66 preferred
Pay Range:
$30.70-$51.15/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, 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.