Internal Consulting Associate

Job Overview 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. 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. 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 What Are We Looking For? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements Bachelor's degree in Business, Finance or related areas FINRA SIE, Series 7, and 66 or ability to get licensed within the first 6 months Must be in office 2 days a week Core Competencies A Drive for Professional Growth and Development Demonstrated ability to use independent judgement to make decisions and solve problems Communication skills Motivated team-player Preferences Experience in the financial services industry Pay Range $23.47-$39.12/hour Benefits 401K matching health benefits employee stock options paid time off volunteer time off Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , 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. For further information about LPL, please visit 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. Information on Interviews LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at View phone number on click.appcast.io. Principals only. EOE. #J-18808-Ljbffr lplfinancial