Internal Advisory Consultant

Job Overview

The primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and help advisors achieve their growth goals within a specific territory in a team-based environment. This is achieved by proactively engaging financial advisors in a consultative manner to better understand their practice and provide insights about platform and product features, benefits such as pricing, competitive comparisons, LPL Research recommendations, tools and technology, and much more.

Responsibilities

• Drive greater adoption of LPL advisory platforms as a percentage of advisors' overall new business and through brokerage to advisory conversions
• Consult with advisors to segment their client base and identify opportunities for growth
• Increase adoption and implementation of the tools and resources supporting a well-run advisory practice
• Be a referral source to other business units
• Create and maintain an opportunity pipeline in Salesforce
• Have a strong knowledge of the breadth of services LPL provides
• Conduct a minimum of 20 meaningful engagements with advisors per week
• Have an in-office presence twice per week

Requirements

• Bachelor’s degree
• 3+ years in the Financial Services Industry preferred
• FINRA Series 7 and 66 (or 63 and 65) required

Competencies

• A drive for professional growth and development
• Demonstrated ability to use independent judgement to make decisions and solve complex problems
• Proven ability to present to and influence clients and senior stakeholders, with a professional, confident executive presence

Pay Range

Pay Range: $67,671.00 - $112,785.00

Benefits

LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

About LPL Financial

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.