Associate VP, Client Success - Advisor
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-12
Listing for:
LPL Financial
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm based in Tempe, Arizona, is seeking a Client Success role to ensure advisor satisfaction and retention. The position requires over 5 years of experience in Financial Services, a Bachelor’s degree, and a Series 7 license. Responsibilities include driving revenue, strengthening advisor relationships, and participating in strategic initiatives. A strong emphasis on collaboration and proactive communication is essential, along with proficiency in Salesforce CRM and other tools.
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Position Requirements
10+ Years
work experience
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