Internal Consulting Associate

Consulting Associate

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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. Specific platforms and products covered are LPL's suite of advisory solutions (SAM / SWM, MWP, OMP, GWP, PWP, and Manager Select), as well as individual products such as Mutual Funds, SMA's, ETFs, and Alternative Investments.

Responsibilities include educating and guiding advisors on LPL's advisory platforms and investment options, consulting on specific client scenarios, providing suitable solutions, collaborating with key stakeholders, and committing to helping advisors grow their practices. A variety of basic investment product knowledge and a hunger to become a deep subject matter expert are also required. An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment are essential.

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.

Requirements include a bachelor's degree in business, finance, or related areas, FINRA Series 7 and 63 / 65 or 66, or ability to get licensed within the first 6 months, and must be in office 2 days a week.

Core competencies include a drive for professional growth and development, demonstrated ability to use independent judgment to make decisions and solve problems, strong communication skills, and being a motivated team-player. Preferences include FINRA Series 7 and 63 / 65 or 66, or ability to get licensed within the first 6 months, and experience in the financial services industry.

The pay range is $22.79-$37.98 / hour. Actual 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.