Internal Advisory Consultant

LPL Financial•Charlotte, NC

About The Position

The primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and marketing efforts among Financial Advisors within a specific territory or channel. This is achieved by providing effective communication and positioning of the various advisory platforms offered, while also advancing consultative conversations about product features, benefits such as pricing, competitive comparisons, LPL Research recommendations, tools and technology, and much more. This specific role is to support LPL's growing Independent Advisor Network (IAN) affiliation model.

Requirements

Bachelor’s Degree
Experience in the Financial Services Industry
A Drive for Professional Growth and Development
Demonstrated ability to use independent judgement to make decisions and solve problems
FINRA Series 7 and 65/66 required

Nice To Haves

Strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
Candidates who pursue greatness, act with integrity, and are driven to help our clients succeed.
Individuals who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Responsibilities

Proactively provide comprehensive consultations educating advisors on the available fee-based platforms LPL has to offer.
Serve as a subject matter expert for LPL and a key contact for advisors.
Demonstrate a high level of professionalism and knowledge to become a trusted partner for financial advisors.
Consult on Individual Case Design
Provide Point of Sale support
Conduct Practice Analysis