Internal Consulting Associate

LPL Financial•Fort Mill, SC

2d•$23 - $39•Hybrid

About The Position

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.

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
A Drive for Professional Growth and Development
Demonstrated ability to use independent judgement to make decisions and solve problems
Strong communication skills
Motivated team-player

Nice To Haves

Experience in the financial services industry

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