The Retirement Plan Consultant is focused on driving adoption for the Retirement Partners division's programs and initiatives amongst the retirement plan focused advisors affiliated with LPL Financial. Additionally, this individual will be required to take a role in development of RCG's programs including management and coordination with impacted internal partners. This individual is expected to provide timely, accurate and actionable guidance to advisors and their team on all areas of Retirement Partners and its programs and initiatives as well as provide practice support that arises from day-to-day issues or questions. The overall objective of the Retirement Plan Consultant is to partner and consult with retirement focused advisors to help them grow revenues and make their business more efficient.
Sales & Practice Management
Program and Initiative Development
Participation in the development of strategy and execution of Advisor Training and Education
About LPL Financial:
LPL Financial is a leader in the retailfinancial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
Job ID: R-005038