Internal Advisory Consultant

LPL Financial • Fort Mill, SC

3d

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 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

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level