Internal Advisory Consultant

LPL Financial; Charlotte (NC); On-site; USD 67,671 - 112,785; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Charlotte, NC seeks an Internal Advisory Consultant to drive adoption of fee-based platforms and help advisors achieve growth in a team-based territory.

The role involves consultative engagement with financial advisors, education on platform features and pricing, and cross-unit collaboration to grow advisor practices. On-site presence is required twice weekly.

Qualifications

• Bachelor’s degree
• 3+ years in the Financial Services Industry preferred
• FINRA Series 7 and 66 (or 63 and 65) required

Responsibilities

• Advisory Platform Education
• Case Consultations
• Point of Sale Support
• Practice Analysis
• Drive greater adoption of advisory platforms as a percentage of advisors’ overall new business
• Consult with advisors to segment their client base and identify opportunities for growth
• Increase adoption and implementation of tools and resources supporting a well-run advisory practice
• Be a referral source to other business units
• Conduct a minimum of 20 meaningful engagements with advisors per week
• Create and maintain an opportunity pipeline in Salesforce
• In office presence twice per week

Skills

FINRA license

Education

Bachelor’s degree

Job description

Job Overview

The primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and help advisors achieve their growth goals within a specific territory in a team-based environment. This is achieved by proactively engaging financial advisors in a consultative manner to better understand their practice and provide insights about platform and product features, benefits such as pricing, competitive comparisons, LPL Research recommendations, tools and technology, and much more.

Responsibilities

• Advisory Platform Education
• Case Consultations
• Point of Sale Support
• Practice Analysis
• Drive greater adoption of LPL advisory platforms as a percentage of advisors’ overall new business and through brokerage to advisory conversions
• Consult with advisors to segment their client base and identify opportunities for growth
• Increase adoption and implementation of the tools and resources supporting a well-run advisory practice
• Have a strong knowledge of the breadth of services LPL provides and be a referral source to other business units
• Conduct a minimum of 20 meaningful engagements with advisors per week
• Create and maintain an opportunity pipeline in Salesforce
• In office presence twice per week

Qualifications

• Bachelor’s degree
• 3+ years in the Financial Services Industry preferred
• FINRA Series 7 and 66 (or 63 and 65) required

Competencies

• A drive for professional growth and development
• Demonstrated ability to use independent judgement to make decisions and solve complex problems
• Proven ability to present to and influence clients and senior stakeholders, with a professional, confident executive presence

Benefits and Pay

Pay Range: $67,671.00 - $112,785.00. Additional benefits include 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO.