Job Overview:The primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and marketing efforts among Financial Advisors within a specific territory or channel. This is achieved by providing effective communication and positioning of the various advisory platforms offered, while also advancing consultative conversations about product features, benefits such as pricing, competitive comparisons, LPL Research recommendations, tools and technology, and much more. This specific role is to support LPL's growing Independent Advisor Network (IAN) affiliation model.
Responsibilities:- Most importantly, the Internal Advisory Consultant will proactively provide comprehensive consultations educating advisors on the available fee-based platforms LPL has to offer.
- The IAC is viewed as a subject matter expert by LPL and key contact for advisors.
- The successful IAC must also demonstrate a high level of professionalism and knowledge to become a trusted partner for financial advisors.
- The split between proactive and reactive outreach is 80/20.
- Consult on Individual Case Design
- Provide Point of Sale support
- Conduct Practice Analysis
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
- Experience in the Financial Services Industry
- A Drive for Professional Growth and Development
- Demonstrated ability to use independent judgement to make decisions and solve problems
- FINRA Series 7 and 65/66 required
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!
