Financial Advisory Solutions Associate

lplfinancial; Fort Mill (SC); On-site; USD 67,092,000 - 112,095,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial is seeking a Consulting Associate to assist financial advisors in navigating LPL's advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, Manager Select) and products such as Mutual Funds, SMA's, ETFs, and Alternative Investments. You will apply product knowledge with professionalism to support client-specific situations.

The role emphasizes collaboration, growth, and a client-focused mindset in a fast-paced environment.

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 mentor 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

Collaboration

Client focus

Communication

Team player

Independent judgement

Education

Bachelor’s degree in Business/Finance or related

Job description

LPL Financial is seeking a Consulting Associate to assist financial advisors in navigating LPL's advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, Manager Select) and products such as Mutual Funds, SMA's, ETFs, and Alternative Investments. You will apply product knowledge with professionalism to support client-specific situations.

The role emphasizes collaboration, growth, and a client-focused mindset in a fast-paced environment.