Financial Planning Operations Associate

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: The Financial Planning Operations Associate will serve as a primary point of contact for financial advisors, delivering high‑quality phone support related to financial planning engagements. This role is heavily focused on incoming phone servicing, paired with select operational responsibilities to support the successful processing of financial planning engagements. Primary job functions include: - Serve as front‑line phone support for financial advisors - Support advisors who have recently submitted new financial planning engagements or are calling to check the status of existing engagements and associated payouts - Walk advisors through the financial planning engagement submission application, providing clear guidance and troubleshooting common issues - Resolve basic technical issues (e.g., clearing browser cache/cookies, n...