Advisor Solutions Consultant – Internal

LPL Financial; Fort Mill (SC); On-site; USD 33,000 - 54,000; Full time

Job summary

LPL Financial is seeking a consultative associate in Fort Mill, SC to aid financial advisors by applying the most relevant products and services to client situations. The role requires strong product knowledge, professionalism, and attention to detail as you work with our advisory platforms.

You will educate advisors, collaborate with stakeholders, and help grow practices while embracing integrity and teamwork.

Qualifications

• Bachelor’s degree in Business, Finance or related areas.
• FINRA SIE, Series 7, and 66 or ability to get licensed within the first 6 months.
• Must be in office 2 days a week.

Responsibilities

• Educate and guide Advisors on LPL’s Advisory Platforms and investment options.
• Consult on specific client scenarios, providing suitable solutions.
• Collaborate with key stakeholders and educate, mentor, and share knowledge within the Advisory Desk team.
• A commitment and passion around helping our advisors grow their practices.
• A variety of basic investment product knowledge and a hunger to become a deep subject matter expert.
• An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment.

Skills

Communication skills

Team player

Independent judgement

Client service

Education

Bachelor's degree in Business, Finance or related areas

Job description

LPL Financial is seeking a consultative associate in Fort Mill, SC to aid financial advisors by applying the most relevant products and services to client situations. The role requires strong product knowledge, professionalism, and attention to detail as you work with our advisory platforms.

You will educate advisors, collaborate with stakeholders, and help grow practices while embracing integrity and teamwork.