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:A successful Internal Advisory Consultant must demonstrate a high level of knowledge and professionalism to be a trusted partner for financial advisors in the following areas:
- Advisory Platform Education
- Case Consultations
- Point of Sale Support
- Practice Analysis
Additional responsibilities include:- 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
- Have a strong knowledge of the breadth of services LPL provides and be a referral source to other business units
- Conduct a minimum of 20 meaningful engagements with advisors per week
- Create and maintain an opportunity pipeline in Salesforce
- In office presence twice per week
What are we looking for?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:- 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: $67,671.00 - $112,785.00
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 - 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!
