Internal Consulting Associate

LPL Financial; Fort Mill (SC); On-site; USD 33,000 - 54,000; Full time

Job summary

LPL Financial is seeking a consultative associate in Fort Mill, SC to aid financial advisors by applying the most relevant products and services to client situations. The role requires strong product knowledge, professionalism, and attention to detail as you work with our advisory platforms.

You will educate advisors, collaborate with stakeholders, and help grow practices while embracing integrity and teamwork.

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 educate, mentor, and share knowledge 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

Communication skills

Team player

Independent judgement

Client service

Education

Bachelor's degree in Business, Finance or related areas

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 this role is to aid financial advisors in navigating and applying the most relevant products & services offerings to specific client situations. Consulting Associates must demonstrate a high level of product knowledge, professionalism, and attention to detail. Specific platforms and products covered are LPL's suite of advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, and Manager Select), as well as individual products such as Mutual Funds, SMA's, ETFs, and Alternative Investments.

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 where appropriate, educate, mentor, and share knowledge within the organization and 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

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 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

Core Competencies

• A Drive for Professional Growth and Development
• Demonstrated ability to use independent judgement to make decisions and solve problems
• Communication skills
• Motivated team-player

Preferences

• Experience in the financial services industry

Pay Range

$23.47-$39.12/hour

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. Additionally, 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. Principals only. EOE.

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