Internal Advisory Consultant
LPL Financial(6 days ago)
About this role
The Internal Advisory Consultant (IAC) role at LPL Financial focuses on engaging financial advisors to promote the adoption of LPL's fee-based platforms and support their growth through consultative interactions. The position involves providing platform education, facilitating practice analysis, and supporting advisor engagement in a team-based environment.
Required Skills
- Financial Planning
- Client Relationship
- Advisory Services
- Salesforce
- Platform Education
- Practice Analysis
- Consultative Selling
- Financial Products
- Investment Strategies
- Regulatory Knowledge
About LPL Financial
lpl.comA 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.
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