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Consulting Associate at LPL Financial - ApplyBlast

Consulting Associate

LPL Financial

2 months ago

3.5 on Glassdoor

Fort Mill, South Carolina, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Consulting Associate supports financial advisors by educating them on LPL’s advisory platforms and investment options, and by providing tailored product recommendations for specific client scenarios. The role collaborates with stakeholders, mentors team members, and contributes to a fast‑paced, client‑focused environment.

Responsibilities

Educate and guide Advisors on LPL’s advisory platforms and investment options
Consult on specific client scenarios providing suitable solutions
Collaborate with stakeholders and mentor team members

Skills

Qualifications

Bachelor's degree in Business, Finance or related areasFINRA SIESeries 7Series 66

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.