LPL Financial logo

LPL Financial Executive Assistant Interview Questions
& Process

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

Based on 14 interview experiences · FREE TO READ

2.1 Rounds average
Average Typical difficulty
50% Positive experience

Candidate interview experiences

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

Showing 3 of 14
LPL Financial logo
LPL Financial

Executive Administrative Assistant

Operations · nearly a year ago

Executive Average Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Other

The interview process was all over the place! I applied for an EA role and the recruiter first contacted me. At the start of the interview, the recruiter mentioned that while the initial plan was to interview for the EA role, the hiring manager was specifically looking for someone with experience at LPL Financial. Because of this, they decided to interview me for a different Executive Admin role, only to inform me later that they were interviewing candidates from an "interviewing pool."

Confirmed questions2 questions
  • How would you assist a client visiting the office?
  • What is the first action you would take prior to a client's arrival?
LPL Financial logo
LPL Financial

Administrative Assistant

Operations

Entry Easy Negative experience No offer 1 round
Interview process
Recruiter call Onsite
Interview formats
Behavioral Other

The interview process felt really disorganized. The advisor I was speaking with was late, and they even took a 5-minute phone call during our conversation. They seemed unprepared, making up questions as we went. They did explain a bit about the business - it's a small office that uses the LPL platform, but the job isn't with LPL Financial. They wanted me to interview another advisor there, but then just abruptly ended our talk, saying that was all they needed to know and thanks for coming in. Overall, it was unprofessional.

Confirmed questions8 questions
  • Can you tell me about yourself?
  • What are your hobbies?
  • Tell me about your previous job.
LPL Financial logo
LPL Financial

Administrative Assistant

Operations

Senior Average Positive experience No offer 3 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral

I applied online and then got a call for a phone interview. After that, I was asked to come in for a one-on-one interview at the office. Everyone was really nice, and they got back to me pretty quickly.

Confirmed questions1 question
  • Can you tell me about your past experiences?

LPL Financial Executive Assistant Interview Questions

Quoted word for word from LPL Financial interview reports.

What is the first action you would take prior to a client's arrival?

Read report

What's your approach to prioritizing tasks when faced with a long to-do list?

Read report

Formats, difficulty and experience

Across all 14 LPL Financial interview reports.

Interview formats

Behavioral 63.6%
Other 27.3%
Technical 9.1%

Interview difficulty

Easy 21.4%
Average 78.6%
Difficult 0%

Candidate experience

Positive 50%
Negative 35.7%
Neutral 14.3%