Internal Consulting 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

Job Overview

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.

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

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

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.

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].

Principals only. EOE.