Client Experience Consultant - Wealth Planning

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial Holdings Inc. is seeking a Client Experience Onboarding Consultant to act as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service.

You will lead onboarding consultations, deliver training, and ensure a seamless integration while building strong relationships from day one. Responsibilities include managing inquiries, coordinating with internal teams, and identifying opportunities to enhance engagement and service

Qualifications

• Bachelor's degree or equivalent with 3+ years in customer experience or onboarding in financial services.
• Experience delivering presentations and professional client communication.

Responsibilities

• Be the primary onboarding contact for advisors and institutions in Wealth Planning onboarding.
• Lead onboarding consultations, presentations, and training on services and expectations.
• Deliver high-quality onboarding by building advisor relationships and gathering feedback.
• Advocate for advisor needs and identify ways to improve engagement and service delivery.
• Manage inquiries and escalations with internal teams for timely resolution.
• Connect advisors with Wealth Planning teams, tools, and resources for ongoing success.
• Monitor shared mailboxes and ensure requests are acknowledged and resolved per SLAs.
• Identify onboarding trends and opportunities for process improvements.
• Maintain accurate records of onboarding activities and feedback.
• Collaborate with cross-functional partners on advisor experience initiatives.
• Provide flexible support across Wealth Planning as business needs evolve.

Skills

Customer experience

Onboarding

Advisor support

Presentations

Education

Bachelor's degree

Job description

Where Ambition Meets Innovation: Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Client Experience Onboarding Consultant serves as the primary point of contact for financial advisors and institutions enrolling in Wealth Planning's subscription-based service. This role is responsible for delivering a seamless onboarding experience, ensuring advisors are successfully integrated into their subscription while establishing strong relationships from day one.

Roles & Responsibilities

• Serve as the primary onboarding contact for advisors and institutions enrolling in Wealth Planning subscription service.
• Lead onboarding consultations, presentations, and training sessions to educate advisors on service offerings, onboarding expectations, and available resources.
• Deliver high-quality onboarding experience by building strong advisor relationships, gathering feedback, and supporting advisor satisfaction goals.
• Champion the advisor’s onboarding experience by serving as an advocate for advisor needs and identifying opportunities to enhance engagement, satisfaction, and service delivery.
• Manage advisor inquiries and escalations, partnering with internal stakeholders to ensure timely and effective resolution.
• Connect advisors with the appropriate Wealth Planning teams, tools, and resources to support their ongoing success.
• Monitor shared team mailboxes and communication channels, ensuring advisor requests are acknowledged and resolved within established service level expectations.
• Identify trends, challenges, and opportunities for improvement throughout the onboarding journey and recommend enhancements to processes and service delivery.
• Maintain accurate records of onboarding activities, advisor interactions, and feedback.
• Collaborate with cross-functional partners to support advisor experience initiatives and broader organizational priorities.
• Serve as a flexible resource across the Wealth Planning organization, providing additional advisor support as business needs evolve.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Bachelor's degree or equivalent combination of education and experience 3+ years of experience in customer experience, client service, advisor support, onboarding, or a related role within the financial services industry.
• Experience delivering presentations and communicating professionally with clients, advisors, or business partners.

Core Competencies

• Ability to manage advisor expectations and navigate complex or challenging situations with professionalism.
• Understanding of advisor experience principles and best practices related to client satisfaction and service delivery.
• Strong presentation, facilitation, and communication abilities.
• Active listening and interpersonal relationship-building skills.
• Strong problem-solving, critical thinking, and decision-making capabilities.
• High attention to detail and organizational excellence.
• Self-motivation, accountability, and a strong sense of ownership.
• Ability to collaborate effectively across multiple teams and business functions.

Preferred Qualifications

• Experience onboarding financial advisors or supporting advisor-facing programs within the financial services industry.
• Experience supporting subscription-based services, advisor engagement programs, or service implementation initiatives preferred.
• FINRA registrations or industry licenses

Pay Range

$70,040.00 - $116,802.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EEO.

LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

* Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility