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LPL Financial Consultant Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 5 interview experiences · FREE TO READ

1.6 Rounds average
Easy Typical difficulty
60% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at LPL Financial.

Showing 3 of 5
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LPL Financial

Consultant

Consulting · a year ago

Executive Easy Neutral experience Decline offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral

The interview process started off pretty standard. First, I spoke with an HR representative who seemed to be qualifying me for the role, asking typical questions about the company. This was before salaries were usually listed on job descriptions, so it wasn't mentioned. When they asked about my salary expectations, I felt I was in line with the requirements given my 25+ years of experience, but the interview ended shortly after because we couldn't agree on salary.

Confirmed questions1 question
  • What are your salary expectations for this role?
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LPL Financial

Communication Consultant

Consulting · more than a year ago

Senior Easy Neutral experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical

LPL got in touch shortly after my online application. The initial phone screen was pretty standard, and the recruiter was nice. Unfortunately, there was no follow-up communication. It's wild how many places use automated systems to reject resumes, but then don't use similar tech to send a basic rejection after you've already interviewed.

Confirmed questions1 question
  • What's prompting your job search?
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LPL Financial

Solutions Consultant

Consulting

Mid Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral Technical

There were two interview rounds. The first was with HR where they asked basic questions, your desired salary, and then the second was with multiple people who asked about your experience with past advisors and different situations you’ve had or technology you’ve used.

Confirmed questions4 questions
  • How have you handled difficult client situations in the past?
  • Tell me about a difficult situation you faced with an advisor.
  • Can you share your experience working with previous advisors?

LPL Financial Consultant Interview Questions

Quoted word for word from LPL Financial interview reports.

Tell me about a difficult situation you faced with an advisor.

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Can you share your experience working with previous advisors?

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What technologies have you used in your previous roles?

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How have you handled difficult client situations in the past?

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Formats, difficulty and experience

Across all 5 LPL Financial interview reports.

Interview formats

Behavioral 62.5%
Technical 37.5%

Interview difficulty

Easy 60%
Average 40%
Difficult 0%

Candidate experience

Neutral 40%
Positive 60%