Good Company, Poor Management in Service Department - Customer Service Consultant LPL Financial Employee Review

3.0
Dec 21, 2020
Recommend
CEO approval
Business Outlook

Pros

Easy Job, answer calls and assist with back office administrative work for Financial Advisors and their clients

Cons

Management struggled during training with new covid guidelines and left many people in the training lost and confused by the information thrown at them

Explore other reviews about LPL Financial

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Was able to make good money here

Cons

Not being fully remote would like to work form time

3.0
Jul 7, 2026
Recommend
CEO approval
Business Outlook

Pros

Great pay and getting OT pay. Awesome team of SMs and RTEs who felt like family and we all wanted to see each other succeed. I was exposed so a lot of situations which strengthened my skill set. Learned the SAFe model and it looks great on resumes. I personally had a great boss, bosses boss, and RTEs.

Cons

Executive leadership is ruining the culture. Many of the amazing Directors, AVPs and RTEs left due to the poor Executive leadership who do NOT know a single thing about Agile principles. Releases are 1x/mo so you have to work one Saturday a month which can sometimes be longer than a normal workday. Release Mgmt team is very difficult to work with and can be very disrespectful. They don’t hide it and it’s accepted. Execs killed remote work.

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