Internal Advisory Consultant

LPL Financial LLC; Charlotte, Fort Mill (TX, SC); On-site; USD 67,671 - 112,785; Full time

Job summary

LPL Financial LLC in Charlotte, Texas is seeking an Internal Advisory Consultant. The role involves driving adoption of LPL's fee-based platforms by engaging financial advisors and providing support. Ideal candidates will possess strong collaboration skills and thrive in a team-oriented environment.

Requirements include a Bachelor’s degree, 3+ years in the Financial Services Industry, and relevant FINRA licenses. The position offers a salary ranging from $67,671 to $112,785 based on experience and skills.

Qualifications

• 3+ years in the Financial Services Industry preferred.
• FINRA Series-7 and-66 (or-63 and-65) required.

Responsibilities

• Provide advisory platform education to financial advisors.
• Conduct case consultations and provide point of sale support.
• Consult with advisors to identify opportunities for growth.
• Engage with at least 20 advisors each week.

Skills

Financial Advisory Skills

Communication Skills

Salesforce Proficiency

Education

Bachelor’s degree

Tools

Salesforce

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 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

What Are We Looking For?

Strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Ideal candidates pursue greatness, act with integrity, and are driven to help clients succeed. The team values creativity, continuous improvement, and a culture where everyone wins together.

Requirements

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

Pay Range

$67,671.00 - $112,785.00. Actual base salary varies based on relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, location, and more.

EEO.