Retirement Consultant

Job Overview

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financial's 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.

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.
• Influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem.
• 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.
• 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.
• 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.
• 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.

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.
• Familiarity with plan design consulting, investment due diligence, industry knowledge and best practices.
• Bachelor’s degree: retirement designations preferred (AIF®, CPFA®, CRPS®, QKA®).
• Core Competencies: 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).

Pay Range

The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, 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 the Role

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.

Qualifications

Principals only. EOE. 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 (855) 575-6947.