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Internal Consulting Associate

$23.47 - $39.12 per hour

LPL Financial LLC

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. Platform focus includes LPL's suite of advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, and Manager Select) and individual products such as Mutual Funds, SMAs, 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. Maintain a commitment and passion for helping advisors grow their practices. Grow from basic investment product knowledge to a deep subject‑matter expert. Operate in a dynamic, fast‑paced, customer‑driven environment. Requirements Bachelor’s degree in Business, Finance or a related field, or SIE FINRA Series 7 and 63/65 or 66, or ability to obtain the required licenses within the first six months. Must be present in the office at least two days per week. Demonstrated knowledge of LPL solutions and associated products. Preferred: prior experience in the financial services industry. Core Competencies Strong drive for professional growth and development. Independent judgement and problem‑solving abilities. Excellent communication skills. Motivated team player. Preferences Experience in the financial services industry. Pay Range $23.47–$39.12 per hour. Actual base salary varies by factors such as skill level, prior experience, education, internal peer base salary, performance, and geographic location. Benefits LPL Total Rewards package includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO Statement Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC

Vacancy posted 1 day ago
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