Client Experience Consultant - Wealth Planning

LPL Financial•Fort Mill, SC

10d•$70,040 - $116,802

About The Position

The Client Experience Onboarding Consultant serves as the primary point of contact for financial advisors and institutions enrolling in Wealth Planning's subscription-based service. This role is responsible for delivering a seamless onboarding experience, ensuring advisors are successfully integrated into their subscription while establishing strong relationships from day one.

Requirements

Bachelor's degree or equivalent combination of education and experience
3+ years of experience in customer experience, client service, advisor support, onboarding, or a related role within the financial services industry.
Experience delivering presentations and communicating professionally with clients, advisors, or business partners.
Ability to manage advisor expectations and navigate complex or challenging situations with professionalism.
Understanding of advisor experience principles and best practices related to client satisfaction and service delivery.
Strong presentation, facilitation, and communication abilities.
Active listening and interpersonal relationship-building skills.
Strong problem-solving, critical thinking, and decision-making capabilities.
High attention to detail and organizational excellence.
Self-motivation, accountability, and a strong sense of ownership.
Ability to collaborate effectively across multiple teams and business functions.

Nice To Haves

Experience onboarding financial advisors or supporting advisor-facing programs within the financial services industry.
Experience supporting subscription-based services, advisor engagement programs, or service implementation initiatives preferred.
FINRA registrations or industry licenses

Responsibilities

Serve as the primary onboarding contact for advisors and institutions enrolling in Wealth Planning subscription service.
Lead onboarding consultations, presentations, and training sessions to educate advisors on service offerings, onboarding expectations, and available resources.
Deliver high-quality onboarding experience by building strong advisor relationships, gathering feedback, and supporting advisor satisfaction goals.
Champion the advisor’s onboarding experience by serving as an advocate for advisor needs and identifying opportunities to enhance engagement, satisfaction, and service delivery.
Manage advisor inquiries and escalations, partnering with internal stakeholders to ensure timely and effective resolution.
Connect advisors with the appropriate Wealth Planning teams, tools, and resources to support their ongoing success.
Monitor shared team mailboxes and communication channels, ensuring advisor requests are acknowledged and resolved within established service level expectations.
Identify trends, challenges, and opportunities for improvement throughout the onboarding journey and recommend enhancements to processes and service delivery.
Maintain accurate records of onboarding activities, advisor interactions, and feedback.
Collaborate with cross-functional partners to support advisor experience initiatives and broader organizational priorities.
Serve as a flexible resource across the Wealth Planning organization, providing additional advisor support as business needs evolve.