Internal Advisory Consultant

LPL Financial•Charlotte, NC

1d•$67,671 - $112,785

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. 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.

Requirements

Bachelor’s degree
3+ years in the Financial Services Industry preferred
FINRA Series 7 and 66 (or 63 and 65) required
A drive for professional growth and development
Demonstrated ability to use independent judgement to make decisions and solve complex problems

Responsibilities

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