LPL Financial
The Internal Advisory Consultant at LPL Financial drives the adoption of fee-based platforms and helps financial advisors achieve growth goals within a specific territory. This role involves proactively engaging advisors in a consultative manner to provide insights on platform features, pricing, competitive comparisons, and tools. The position requires a strong presence in the office twice per week to support practice analysis and case consultations.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
17% below the average for this role
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Dec 10, 2025