LPL Financial Client Associate reviews

3.4

48% would recommend to a friend

(43 total reviews)
avatar

Rich Steinmeier

38% approve of CEO

41% positive business outlook

Client Associate employees have rated LPL Financial with 3.4 out of 5 stars, based on 43 company reviews on Glassdoor. This indicates that most Client Associate professionals have a good working experience there. LPL Financial is rated in line with the average (within 1 standard deviation) by Client Associate professionals compared to other employers within the Financial Services industry (3.7 stars).

Reviews by job title

43 reviews
1.0
Jun 11, 2024
Recommend
CEO approval
Business Outlook

Pros

There are some good people that you meet along the way.

Cons

You get yelled at by frustrated advisors all day - timed breaks and they are strict on it. Calls are rightfully so monitored but when it comes time to review if you have the wrong manager they nitpick everything and talk down to you. Example: got yelled at for not saying my full name. I personally felt uncomfortable giving my full name (which is unique - easy to find on social media/other information) to angry strangers who are mad enough to yell at me and belittle me as human on the phone about problems I didn't cause.

5.0
Sep 27, 2023
Recommend
CEO approval
Business Outlook

Pros

Great work environment, they really try to listen to their employee's demands.

Cons

High customer service expectation when you are there. Advisers are demanding even for the smallest of things which makes work a little mundane.

Viewing 19 - 21 of 43 Reviews

Glassdoor has 2,451 LPL Financial reviews submitted anonymously by LPL Financial employees. Read employee reviews and ratings on Glassdoor to decide if LPL Financial is right for you.