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BWS Payroll Solutions Specialist

LPL Financial

LPL Financial

Accounting & Finance, Customer Service
Multiple locations
Posted on Tuesday, June 11, 2024

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview

LPL Financial is seeking a strong applicant to join the Business and Wealth Solutions Payroll Solutions team. As a payroll specialist, you will work closely with financial advisors by handling processing of payroll, including payroll data entry, payroll onboarding/set up, and payroll auditing.

Payroll Solutions is a part of the Business and Wealth Solutions group, a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.


  • Maintaining payroll information by collating, calculating and entering data

  • Responsible for accurately processing and recording employee time and payroll data to ensure timely payment is made

  • Resolving payroll discrepancies and answering any advisor payroll queries

  • Research requests for payroll information and respond in a timely manner

  • Manage a portfolio of clients and support Payroll Consultant

  • Role is advisor facing & includes maintaining a professional partnership with LPL Advisors

  • Please note: Additional responsibilities or duties may be assigned to you as needed or determined.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • 1+ years payroll processing experience


  • A strong understanding/experience with Quickbooks Online, Paychex, ADP, QBO, and Gusto, along with a strong command of all their functions

  • Bachelor's degree preferred in a related field (e.g., Accounting, Business Administration, Human Resources, etc.)

  • Knowledge of and familiarity using different types of payroll software

  • A strong understanding of all aspects of payroll, payroll taxes, garnishments and benefits distribution

  • Experience working with service delivery and/or in a customer-facing, outsourced service capacity

  • Experience working with small business owners

  • Multi-state payroll knowledge

  • Excellent attention to detail

  • Ability to maintain strict confidentiality of all payroll-related information

  • Strong time-management skills and solution oriented

  • Demonstrated professional demeanor

  • The ability to take full ownership of client deadlines and needs

Pay Range:


Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.