What are the responsibilities and job description for the Internal Advisory Consultant position at LPL Financial?
Are you interested in joining the Internal Wealth Consulting sales team that assist financial advisors with growing and scaling their fee-based practice? Excited to learn more? If so, Advisory Specialist role might be for you!
Job Overview
The primary purpose of the Internal Advisory Consultant role is to drive advisory sales and marketing efforts of LPL's Financial Advisors within a specific territory. This is achieved by providing accurate details regarding the various advisory platforms and by providing consultative conversations about product features and benefits such as pricing, competitive comparisons, LPL Research recommendations, leveraging tools and technology, etc., and facilitating exception requests / issue resolution. An Internal Advisory Consultant will provide a comprehensive holistic approach to wealth management as the point of contact with advisors in their respected territory. This position is hybrid in our San Diego, CA office.
Responsibilities :
Most importantly, the Internal Advisory Consultant will provide comprehensive case consultations in which individual clients / prospects are researched on behalf of the advisor. The Internal Advisory Consultant is viewed as a subject matter expert by LPL and our advisors. The successful Internal Advisory Consultant must also demonstrate a high level of professionalism and knowledge to be a trusted partner for financial advisors.
Advisor Platform Education
Case Consultations
Point of Sale Support
Practice Analysis
What are we looking for?
We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .
Requirements : Bachelor’s Degree
1 year in the Financial Services Industry
FINRA Series 7 and 66 (or 63 and 65)
Preferences :
A Drive for Professional Growth and Development
Demonstrated ability to use independent judgement to make decisions and solve problems
Pay Range :
65,700-$109,500 / yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview :
LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
Join LPL Financial : Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Salary : $65,700 - $109,500
