Learning & Development Consultant

LPL Financial•Fort Mill, SC

About The Position

The Learning and Development Consultant facilitates structured learning experiences that build job-critical skills and support consistent performance outcomes for business professionals. This role applies adult learning principles to instructor-led, virtual, and applied learning environments, partnering with instructional designers, subject matter experts, and business leaders to ensure learning objectives translate into on-the-job capability. The Learning and Development Consultant is expected to deliver content with purpose and discipline, using engagement strategically to reinforce understanding, practice skills, and support knowledge retention. LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

Requirements

Bachelor’s degree in Education, Training, Communication, Business, or a related field, or equivalent professional experience.
At least 2 years of experience facilitating structured learning experiences for adult learners, including instructor-led or virtual delivery.
Experience delivering learning as a primary responsibility, not solely as an occasional or supplemental activity.
Learning Facilitation: Ability to deliver structured learning experiences aligned to learning objectives and performance outcomes.
Adult Learning Application: Demonstrated understanding of adult learning principles and how to apply them to skill development and knowledge retention.
Coaching & Feedback: Ability to observe learner performance, facilitate practice, and provide constructive feedback aligned to defined standards.
Facilitation Discipline: Ability to follow curriculum intent, manage time effectively, and balance instruction, discussion, and application.
Adaptability: Adjusts facilitation strategies based on learner readiness, role expectations, and real-time observation.
Communication & Active Listening: Communicates concepts clearly, checks for understanding, and encourages purposeful learner interaction.
Collaboration & Partnership: Works effectively with instructional designers, subject matter experts, and business stakeholders to support learning objectives.
Technical Proficiency: Comfortable facilitating in virtual environments (Webex, MS Teams) and navigating Learning Management Systems.

Nice To Haves

3+ years of experience in learning facilitation, training delivery, or learning and development.
Experience supporting call center, service, or operational environments.
Exposure to financial services, regulatory, or compliance based training.
Training or facilitation certifications (ATD, CPTM, or similar) are a plus.
FINRA Licensing (SIE, Series 7, or similar) are a plus.

Responsibilities

Facilitate instructor-led, virtual, and blended learning sessions aligned to defined learning objectives and performance standards.
Deliver new hire onboarding programs and ongoing learning initiatives that support role readiness and skill progression.
Apply adult learning principles to support understanding, practice, and skill transfer in an operational environment.
Lead structured skill practice, role-play, and application activities aligned to job expectations.
Provide targeted feedback and reinforcement based on observed learner performance and established criteria.
Collaborate with instructional designers to share learner insights and contribute to continuous improvement of learning delivery.
Consult and partner with business leaders and subject matter experts to ensure curriculum reflects current processes, systems, and expectations.
Review learner performance indicators (assessments, observations, post-training outcomes) and adjust facilitation approaches to support learning effectiveness.
Maintain readiness on content, systems, and business updates to ensure learning experiences remain accurate and relevant.
Foster a professional, inclusive learning environment that supports participation, accountability, and growth.
Applies AI-enabled tools and technologies, as appropriate, to enhance facilitation effectiveness, support learner engagement, and enable continuous improvement of learning delivery.
Adapts to evolving business needs by taking on additional responsibilities as assigned.