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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
Physical and Emotional Wellness
LPL offers numerous benefits and other perks to help employees — and in many cases their families — manage their physical and emotional well-being and adopt healthier lifestyles. As with most of our benefits, the selection can vary at each location but typically includes:
- Choice of medical plan
- Choice of dental plan
- Choice of vision plan
- Flexible spending account (FSA) to set aside pre-tax dollars for eligible health expenses
- Healthcare advocate/advisor
- Expert second medical opinion
- No-cost employee assistance program (available to employees’ families, too)
- Insurance plans, including life, AD&D, and short- and long-term disability
- Live Well portal, which provides online access to physical activity trackers, incentive programs, and more
- Fitness club discount
- Access to onsite fitness centers
- Access to outdoor sports- and fitness-related amenities such as walking trails and basketball courts
- Onsite yoga and fitness classes
- Onsite cafeteria with healthy food options
Financial Wellness
Working in the financial services industry, we understand the importance of financial wellness and the peace of mind that comes from being on a path toward a more secure financial future. We help our employees on both fronts.
LPL offers competitive salaries and is committed to pay equity across all areas of our company. We also provide benefits and resources to help our employees pursue their life’s aspirations whether that’s preparing for retirement, going back to college or simply spending more time with their families:
- A profit-sharing 401(k) retirement plan with the potential for company matching
- Employee stock purchase plan (ESPP)
- Discretionary, performance, and referral bonuses
- Financial assistance through LPL’s emergency relief fund
- Generous time off, along with company holidays and employee birthday
- Paid volunteer time off
- Paid military leave
- Paid parental benefits
- Adoption assistance
- Charitable donation matches
- Legal plan that covers a variety of legal services
- Tuition assistance
- Merit scholarship for college-bound students
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Work at LPL
If you’re interested in working for LPL and taking advantage of the opportunities and benefits we offer, learn about our application and hiring processes. Or, start your LPL job search now.