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Internal Advisory Consultant at LPL Financial - ApplyBlast

Internal Advisory Consultant

LPL Financial

4 months ago

3.5 on Glassdoor

Fort Mill, SC

Hybrid

Full Time

Senior

0 applicants

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About this role

The Internal Advisory Consultant drives adoption of LPL's fee-based platforms and helps advisors achieve growth goals within a specific territory. This role involves proactively engaging financial advisors to provide consultative insights on tools, technology, and product features. Responsibilities include conducting regular engagements, analyzing practices, and maintaining an opportunity pipeline in Salesforce to support new business conversions.

Responsibilities

Drive adoption of LPL advisory platforms among financial advisors
Provide consultative insights on tools, technology, and product features
Segment client bases to identify growth opportunities
Conduct meaningful weekly engagements with advisors
Maintain an opportunity pipeline in Salesforce

Skills

Qualifications

BS in Finance or related fieldSeries 7 LicenseSeries 66 License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.