Retirement Consultant

LPL Financial•Charlotte, NC

17h•Remote

About The Position

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and Non‑ERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives.

Requirements

Highly collaborative with proven success record of consultative sales and deep understanding of fiduciary responsibilities and retirement plan governance
Minimum 5 years of retirement industry experience, 3 years within a B/D, RIA, TPA, or record-keeping environment
High proficiency with use of A.I., PowerPoint design and presentation skills
Strong familiarity with plan design consulting, investment due diligence, industry knowledge and best practices
Bachelor’s degree: retirement designations preferred (AIF®, CPFA®, CRPS®, QKA®)
Deep technical knowledge of ERISA, fiduciary standards, and qualified plan structures 401k, 403b, 457b, Cash balance/ Defined benefit plans, etc.
Ability to manage competing priorities in a fast‑paced environment
Highly disciplined, solution oriented, organized, and self‑directed in achieving required NNA, Advisor and department growth goals
Collaborative with leadership‑caliber communication skills
Expertise with Microsoft Office Suite, Salesforce CRM, and virtual engagement platforms (WebEx, Teams, Zoom).

Responsibilities

Acting as a trusted advisor, the Retirement Consultant provides differentiated practice‑management support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty.
This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem.
Consultative Sales & RP Program Adoption: Execute targeted outreach strategies to deliver personalized communication and deepen Advisor influence and engagement across designated territory.
Drive the adoption of Retirement Partners’ scalable solutions that create Advisor efficiencies, as well as meet and exceed departmental NNA and AUA growth goals.
Maintain high responsiveness, solution-oriented support through shared inboxes and direct Advisor collaboration, positioning RP as a high‑value enterprise resource.
Advisor Engagement & Practice Management: Deliver consultative guidance to help Advisors build, scale, and optimize their retirement plan business models driving measurable business growth.
Lead targeted campaigns to identify acquisition opportunities and increase Advisor competitiveness in the qualified plan marketplace.
Manage Advisor relationships and pipeline activities with accuracy and discipline through Salesforce CRM, ensuring transparency and alignment with leadership expectations.
Provide strategic insights to Advisors around pricing, fiduciary roles, plan benchmarking, service models, and best‑in‑class participant outcomes.
Client Loyalty, Retention & Satisfaction: Align Retirement Partners’ capabilities with Advisor service models to enhance client satisfaction, expand wallet share, and strengthen retention outcomes.
Promote scalable strategies that improve participant experiences, reinforce plan sponsor confidence, and increase Advisor Net Promoter performance.
Anticipate Advisor needs by monitoring engagement trends, identifying service gaps, and delivering proactive, high‑touch support.
Advisor Training & Education: Partner with internal stakeholders and strategic providers to deliver compelling educational experiences that elevate Advisor competency and drive platform utilization.
Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences.
Act as an internal liaison across Product, Compliance, and Service teams to resolve Advisor challenges and ensure seamless delivery of solutions.