Client Experience Consultant - Wealth Planning

About the role

LPL Financial is seeking a Client Experience Onboarding Consultant to serve as the primary point of contact for financial advisors and institutions enrolling in Wealth Planning's subscription-based service. This role focuses on delivering a seamless onboarding experience, ensuring advisors are successfully integrated into their subscription while establishing strong relationships from day one.

Responsibilities

• Serve as the primary onboarding contact for advisors and institutions enrolling in Wealth Planning subscription service.
• Lead onboarding consultations, presentations, and training sessions to educate advisors on service offerings, onboarding expectations, and available resources.
• Deliver high-quality onboarding experience by building strong advisor relationships, gathering feedback, and supporting advisor satisfaction goals.
• Champion the advisor’s onboarding experience by serving as an advocate for advisor needs and identifying opportunities to enhance engagement, satisfaction, and service delivery.
• Manage advisor inquiries and escalations, partnering with internal stakeholders to ensure timely and effective resolution.
• Connect advisors with the appropriate Wealth Planning teams, tools, and resources to support their ongoing success.
• Monitor shared team mailboxes and communication channels, ensuring advisor requests are acknowledged and resolved within established service level expectations.
• Identify trends, challenges, and opportunities for improvement throughout the onboarding journey and recommend enhancements to processes and service delivery.
• Maintain accurate records of onboarding activities, advisor interactions, and feedback.
• Collaborate with cross-functional partners to support advisor experience initiatives and broader organizational priorities.
• Serve as a flexible resource across the Wealth Planning organization, providing additional advisor support as business needs evolve.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 3+ years of experience in customer experience, client service, advisor support, onboarding, or a related role within the financial services industry.
• Experience delivering presentations and communicating professionally with clients, advisors, or business partners.

Core Competencies

• Ability to manage advisor expectations and navigate complex or challenging situations with professionalism.
• Understanding of advisor experience principles and best practices related to client satisfaction and service delivery.
• Strong presentation, facilitation, and communication abilities.
• Active listening and interpersonal relationship-building skills.
• Strong problem-solving, critical thinking, and decision-making capabilities.
• High attention to detail and organizational excellence.
• Self-motivation, accountability, and a strong sense of ownership.
• Ability to collaborate effectively across multiple teams and business functions.

Preferred Qualifications

• Experience onboarding financial advisors or supporting advisor-facing programs within the financial services industry.
• Experience supporting subscription-based services, advisor engagement programs, or service implementation initiatives preferred.
• FINRA registrations or industry licenses.

Pay

$70,040.00 – $116,802.00. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off