Tough job - Customer Experience Specialist LPL Financial Employee Review

1.0
Jan 31, 2022
Recommend
CEO approval
Business Outlook

Pros

Pay I wish there were more

Cons

They’re watch everything you do and no work life balance. The whole year is blacked out. If you so good they target you and give you more calls than your peers

Explore other reviews about LPL Financial

5.0
Jan 10, 2026
Recommend
CEO approval
Business Outlook

Pros

Agency in decision making, company values felt at every level, truly engaged around the advisor experience

Cons

Reporting is getting better. Room for improvement and consistency

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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