LPL Financial
LPL’s Financial Planning Group is seeking a knowledgeable professional to support financial advisors through inbound calls and emails, providing guidance on a wide range of financial planning concepts. The role involves researching complex planning questions, connecting advisors with appropriate resources, and may include future opportunities to develop educational content and contribute to planning strategies.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
3% above the average for this role
Find an LPL Financial Advisor
Dec 10, 2025