About this Internal Advisory Consultant role at LPL Financial
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 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:
A successful Internal Advisory Consultant must demonstrate a high level of knowledge and professionalism to be a trusted partner for financial advisors in the following areas:
- Advisory Platform Education
- Case Consultations
- Point of Sale Support
- Practice Analysis
Additional responsibilities include:
- 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?
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
- 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 - $112,785.00Company 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. Please log in or create an account to apply to this position. 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 (855) 575-6947.
EAC 5.19.26
