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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Executive Assistant

Job ID: R-016547 Date posted: 07/22/2021 Primary Location CA-San Diego

The Executive Assistant / Chief of Staff will provide support to an Executive Vice President within our Advisor Solutions team, an innovative, entrepreneurial, high-performing team that is leading the evolution of LPL’s go-to-market strategy with new business lines and advisor affiliation models. The most qualified candidate has been told they are a unique breed – professionally representing the executive and driving team culture while balancing the support of administrative functions.


  • Support the executive’s day-to-day responsibilities by managing complex calendaring, ensuring proper preparation for each scheduled commitment, coordinating all materials and meeting logistics, and communicating promptly with the executive regarding any changes.

  • Manage the executive’s calendar by scheduling appointments and resolving conflicts through disciplined prioritization of items.

  • Proactively protect the executive’s time and instinctively absorb any surmountable tasks to alleviate pressure where possible.

  • Anticipate the needs of the executive and operate independently to deliver creative solutions.

  • Seamlessly serve as executive’s proxy when their voice and/or presence is either impossible or impractical.

  • Cultivate client and business partner relationships wherever possible, focusing heavily on delivering a distinguished hospitality experience and making conscious connections.

  • Demonstrate an attitude of resourcefulness and self-sufficiency in all tasks.

  • Lead team engagement efforts by developing and managing employee recognition program(s) and coordinating team events.

  • Own and continuously improve the executive’s and the team’s operating cadence (e.g. 1:1s, team meetings, leadership off-sites, etc.).

  • Ensure the productivity of team meetings by owning coordination, agenda, and note-taking; distill meeting notes into action plans.

  • Coordinate extensive and complex travel arrangements.

  • Organize and submit expenses on a timely basis.

  • Develop and maintain solid working relationships with peers across the firm to encourage a collaborative environment and deliver timely and accurate results.

  • Provide administrative support to other team members as needed.

  • Appropriately handle information and tasks of a highly confidential nature, maintaining utmost discretion at all times.

  • Other ad-hoc projects as assigned.


  • Ideal candidate must be a self-starter with a demonstrated ability to thrive in a fast-paced environment.

  • Extensive experience and comfort working with high level executives; this is a high visibility position.

  • Exceptional knowledge of all Microsoft applications including Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred).

  • Extensive experience securing and managing complex travel arrangements with proven success working across multiple time zones.

  • Unmatched organizational and oral/written communication skills.

  • Superior composition and editing ability.

  • Proven ability to meet deadlines and multi-task in a fast-paced environment.

  • A demonstrated capacity to meaningfully and authentically engage with peers, senior managers, and other team members.

  • The innate desire and ability to exceed needs and expectations.

  • Experience in hospitality, sales support, project management, or the financial services industry a plus.

  • Associate's or bachelor’s degree preferred.

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 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 (800) 877-7210.

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  • Administrative, San Diego, California, United StatesRemove