Internal Advisory Consultant

LPL Financial LLC; Fort Mill (SC, FL); On-site; USD 68,000 - 113,000; 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 an Internal Advisory Consultant to drive adoption of fee-based platforms and marketing efforts among Financial Advisors within a defined territory. You will provide effective communication and position advisory tools, while guiding consultative conversations about product features, pricing, and research recommendations.

The role focuses on supporting LPL's Independent Advisor Network affiliation model, collaborating across teams to deliver exceptional client experiences

Qualifications

• Bachelor’s Degree required.
• Experience in the Financial Services Industry preferred.
• Drive for professional growth and development.
• Demonstrated ability to use independent judgment to make decisions and solve problems.
• FINRA Series 7 and 65/66 required.

Responsibilities

• Proactively educate advisors on fee-based platforms and adoption strategies.
• Provide consultative guidance on product features, pricing, and tools.
• Serve as a trusted partner and subject matter expert for financial advisors.

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 primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and marketing efforts among Financial Advisors within a specific territory or channel. This is achieved by providing effective communication and positioning of the various advisory platforms offered, while also advancing consultative conversations about product features, benefits such as pricing, competitive comparisons, LPL Research recommendations, tools and technology, and much more. This specific role is to support LPL's growing Independent Advisor Network (IAN) affiliation model.

Responsibilities:

Most importantly, the Internal Advisory Consultant will proactively provide comprehensive consultations educating advisors on the available fee-based platforms LPL has to offer. The IAC is viewed as a subject matter expert by LPL and key contact for advisors. The successful IAC must also demonstrate a high level of professionalism and knowledge to become a trusted partner for financial advisors. The split between proactive and reactive outreach is 80/20.

• Consult on Individual Case Design
• Provide Point of Sale support
• Conduct Practice Analysis

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
• Experience in the Financial Services Industry
• A Drive for Professional Growth and Development
• Demonstrated ability to use independent judgement to make decisions and solve problems
• FINRA Series 7 and 65/66 required

Pay & Benefits:

Pay Range: $67,671.00 - $112,785.00 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.

LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 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 a thriving business. 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.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.

Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at [phone].

EAC 5.19.26 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

EOE.