Internal Consulting Associate
Core
Support financial advisors in selecting and applying LPL's investment products and advisory solutions to specific client situations.
Role type
Internal Consulting Associate (Financial Services)
Builds
LPL's suite of advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, Manager Select), Mutual Funds, SMA's, ETFs, and Alternative Investments
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Product knowledge of investment vehicles, client scenario analysis, stakeholder collaboration, mentorship, independent judgment
Preferred skills
Financial services industry experience
Technologies
LPL Advisory Platforms (SAM/SWM, MWP, OMP, GWP, PWP, Manager Select)
Responsibilities
Educate advisors on LPL platforms and investment options, consult on client scenarios to provide suitable solutions, collaborate with stakeholders to mentor and share knowledge
Seniority
Entry-level to Mid-level IC