Internal Consulting Associate

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?

Requirements

• Bachelor's degree in Business, Finance or related areas or within
• SIE
• FINRA Series 7 and 63/65 or 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
• Company Overview:
• 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:
• EAC 5.19.26

Benefits

Additional Information

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.

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