Internal Advisory Consultant
Core
Drive adoption of LPL's fee-based platforms and marketing efforts among Financial Advisors by providing comprehensive consultations, consultative conversations on product features and pricing, and point-of-sale support.
Role type
Senior IC Internal Advisory Consultant (Financial Services)
Builds
LPL's Independent Advisor Network (IAN) affiliation model and fee-based platform adoption
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial Services industry experience, FINRA Series 7 and 65/66 licenses, independent judgement, problem-solving, practice analysis, case design
Preferred skills
Professional growth drive, collaborative mindset, creativity, continuous improvement
Technologies
LPL Research, fee-based platforms, practice management tools
Responsibilities
Proactively educate advisors on fee-based platforms, conduct practice analysis, provide point-of-sale support, consult on individual case design
Seniority
Mid-level, hands-on IC