Internal Consulting Associate
About The Position
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: 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
Benefits
- LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
