Professional Services Consultant Jobs at LPL Financial with Visa Sponsorship
Professional Services Consultant jobs at LPL Financial sit at the intersection of financial services operations and client-facing advisory support. LPL has an established track record of sponsoring work visas for this function, making it a realistic target for international candidates with the right credentials.
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Get Access To All JobsINTRODUCTION
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 a Service360 Professional you will be providing support to LPL’s advisors and their support staff through phone and email inquiries. These inquiries can range from something as simple as an account balance inquiry to helping resolve unique financial transactions. Our main priority is to create a reliable support system for our Advisors and support staff so they can easily navigate LPL on behalf of their clients and ultimately continue to grow and strengthen their practice. As a frontline representative, the Service Support Professional will have a direct impact on the day-to-day service experience that is provided to our clients.
If you have an entrepreneurial spirit, passion for service excellence, and a desire to excel, this will be a rewarding career for you.
Responsibilities
- Research standard and complex issues, set customer expectations, and define the actions necessary to resolve the situation
- Complete operational tasks including case management, documentation and email correspondence
- Actively participate in training and remain current with operational policies and procedures
- Communicate operational and financial industry policies and procedures to advisors and support staff. Accommodate resolution outside of normal procedures when necessary.
- Utilize Service Empowerments to resolve advisor inquiries
- Follow escalations procedures and utilize the Linsco Service Delivery Consultant and/or management while maintaining case ownership
- Identify process/procedure enhancements that drive the business forward by promoting a client-centric focus and present the process improvement ideas to management and the Service Delivery Consultant
- Assist and/or conduct team huddles and service team reporting
- Assist with projects to improve the advisor experience and overall team efficiency
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
- Double skilled in Move Money and one additional skill of either New Accounts or Account Transfers
- Bachelor’s degree from an accredited institution or equivalent education and experience
- 1+ years in a client-facing, service-oriented role, ideally in a team-based environment
CORE SKILLS
- Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
- Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously
- Curiosity coupled with a desire for continuous learning
- Customer focus
- Communication skills
- Work ethic
- Organized
- Track record in relationship management and customer satisfaction
- Ability to work with all levels of clients, management and employees
PREFERENCES
- Upskilling on: Tax, Cost Basis, Margins and Advisory
- SIE obtained and/or 2+ years in the Service Center
WORK SCHEDULE AND LOCATIONS:
Locations: Fort Mill, SC/ Tempe, AZ
Work Schedules: We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.
Location: The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.
PAY RANGE:
$23.72-$39.52/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.
INTRODUCTION
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 a Service360 Professional you will be providing support to LPL’s advisors and their support staff through phone and email inquiries. These inquiries can range from something as simple as an account balance inquiry to helping resolve unique financial transactions. Our main priority is to create a reliable support system for our Advisors and support staff so they can easily navigate LPL on behalf of their clients and ultimately continue to grow and strengthen their practice. As a frontline representative, the Service Support Professional will have a direct impact on the day-to-day service experience that is provided to our clients.
If you have an entrepreneurial spirit, passion for service excellence, and a desire to excel, this will be a rewarding career for you.
Responsibilities
- Research standard and complex issues, set customer expectations, and define the actions necessary to resolve the situation
- Complete operational tasks including case management, documentation and email correspondence
- Actively participate in training and remain current with operational policies and procedures
- Communicate operational and financial industry policies and procedures to advisors and support staff. Accommodate resolution outside of normal procedures when necessary.
- Utilize Service Empowerments to resolve advisor inquiries
- Follow escalations procedures and utilize the Linsco Service Delivery Consultant and/or management while maintaining case ownership
- Identify process/procedure enhancements that drive the business forward by promoting a client-centric focus and present the process improvement ideas to management and the Service Delivery Consultant
- Assist and/or conduct team huddles and service team reporting
- Assist with projects to improve the advisor experience and overall team efficiency
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
- Double skilled in Move Money and one additional skill of either New Accounts or Account Transfers
- Bachelor’s degree from an accredited institution or equivalent education and experience
- 1+ years in a client-facing, service-oriented role, ideally in a team-based environment
CORE SKILLS
- Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
- Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously
- Curiosity coupled with a desire for continuous learning
- Customer focus
- Communication skills
- Work ethic
- Organized
- Track record in relationship management and customer satisfaction
- Ability to work with all levels of clients, management and employees
PREFERENCES
- Upskilling on: Tax, Cost Basis, Margins and Advisory
- SIE obtained and/or 2+ years in the Service Center
WORK SCHEDULE AND LOCATIONS:
Locations: Fort Mill, SC/ Tempe, AZ
Work Schedules: We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.
Location: The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.
PAY RANGE:
$23.72-$39.52/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.
See all 40+ Professional Services Consultant Jobs at LPL Financial
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Professional Services Consultant Jobs at LPL Financial.
Get Access To All JobsTips for Finding Professional Services Consultant Jobs at LPL Financial
Align Your Credentials With LCA Requirements
LPL Financial files a Labor Condition Application with the DOL before any H-1B sponsorship can begin. Review publicly available LCA disclosures for Professional Services Consultant postings to confirm the prevailing wage tier your background maps to before you apply.
Target LPL's Hybrid Service Delivery Roles
LPL hires Professional Services Consultants across both its advisor-facing implementation teams and internal operations. Roles tied to onboarding or transition support for registered investment advisors tend to have more consistent sponsorship history, so prioritize those job families when scanning open listings.
Document Platform and Compliance Experience Specifically
LPL's consultant roles frequently require hands-on experience with brokerage platforms or regulatory workflows. Before submitting, organize documentation of any FINRA-adjacent, compliance, or wealth management technology experience, since these are the specializations most likely to satisfy specialty occupation criteria under USCIS guidelines.
Initiate Sponsorship Conversations Before the Offer Stage
Raising visa sponsorship late in the process creates friction. During the interview, frame your immigration situation clearly and confirm LPL's willingness to file an H-1B or pursue PERM-based employment-based sponsorship before an offer is drafted so timelines can be built into your start date.
Use Migrate Mate to Surface Active Openings
LPL Financial posts Professional Services Consultant roles across multiple channels and not all include sponsorship signals in the listing itself. Use Migrate Mate to filter specifically for LPL Financial openings verified for H-1B or Green Card sponsorship so you're only pursuing roles where a path exists.
Plan Your H-1B Timeline Around LPL's Hiring Cycles
LPL tends to ramp hiring for consultant roles ahead of fiscal planning cycles. If you need cap-subject H-1B sponsorship, your start date cannot precede October 1 under USCIS rules, so align your application timeline so your offer, I-129 filing, and lottery registration all fall within the same annual cap season.
Frequently Asked Questions
Does LPL Financial sponsor H-1B visas for Professional Services Consultants?
Yes, LPL Financial sponsors H-1B visas for Professional Services Consultant roles. The company has an established record of filing H-1B petitions for this function, particularly for consultants supporting advisor onboarding, platform implementation, and compliance workflows. Sponsorship is not automatic for every opening, so confirming it during the interview process rather than assuming from the job listing is the practical approach.
How do I apply for Professional Services Consultant jobs at LPL Financial?
Applications go through LPL Financial's careers portal, where Professional Services Consultant openings are listed by business unit and location. Migrate Mate also aggregates LPL Financial's sponsored roles in one place, letting you filter specifically for positions where H-1B or employment-based Green Card sponsorship has been confirmed, which saves time if immigration support is a requirement for you.
Which visa types does LPL Financial commonly use for Professional Services Consultant roles?
H-1B is the primary nonimmigrant visa used for Professional Services Consultants at LPL Financial, given the role's alignment with specialty occupation criteria in financial services and technology. For longer-term pathways, LPL has pursued employment-based Green Card sponsorship through the PERM labor certification process under EB-2 and EB-3 classifications for qualifying consultants moving toward permanent residence.
What qualifications does LPL Financial expect for Professional Services Consultant candidates?
LPL Financial typically looks for a bachelor's degree in business, finance, information systems, or a related field, along with hands-on experience in financial services operations, brokerage platforms, or client-facing implementation roles. Familiarity with wealth management technology, regulatory workflows, or registered investment advisor onboarding strengthens your candidacy and helps establish the specialty occupation basis USCIS requires for H-1B approval.
How do I plan my timeline if I need H-1B sponsorship for a role at LPL Financial?
Cap-subject H-1B employment cannot begin before October 1 under USCIS rules, and registrations open each March for that cap year. If you're starting the process from scratch, you need an offer and a filed I-129 petition well before the registration window opens. Candidates already in H-1B status transferring to LPL can typically start sooner under portability rules once LPL files a new petition.