Definitely a Great Place to Start Within the Financial Industry - Associate Services Consultant LPL Financial Employee Review

3.0
May 26, 2021
Recommend
CEO approval
Business Outlook

Pros

It is a great start if you are new in the industry. They teach you everything you need to do. If you do not care about being micro-managed then this would be a great starting point for you. You do have to stay within the position for over a year and a half in order to move to a new position. The position is mostly like a call center where you are taking all inbound calls and helping advisors and their assistants with their problems or questions.

Cons

As a service consultant, you are micro-managed.

Explore other reviews about LPL Financial

5.0
Jul 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Lots of room for growth and development. Work is challenging and exciting especially if you like finance. Co-workers are great, helpful, and make the environment more enjoyable.

Cons

No room for full-time employment. Some opportunities are not offered to contract which is understandable but still sucks.

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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