Internal Consulting Associate

LPL Financial is among the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors. The Internal Consulting Associate will aid financial advisors in navigating and applying relevant products and services to client situations, demonstrating product knowledge and professionalism.

Responsibilities

• Educate and guide Advisors on LPL’s Advisory Platforms and investment options
• Consult on specific client scenarios, providing suitable solutions
• Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Advisory Desk team
• A commitment and passion around helping our advisors grow their practices
• A variety of basic investment product knowledge and a hunger to become a deep subject matter expert
• An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment

Skills

• Bachelor's degree in Business, Finance or related areas
• SIE
• FINRA Series 7 and 63/65 or 66, or ability to get licensed within the first 6 months
• Must be in office 2 days a week
• A Drive for Professional Growth and Development
• Demonstrated ability to use independent judgement to make decisions and solve problems
• Strong communication skills
• Motivated team-player
• Experience in the financial services industry

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

Company Overview

Company H1B Sponsorship