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Senior Consultant at LPL Financial - ApplyBlast

Senior Consultant

LPL Financial

1 month ago

3.5 on Glassdoor

Fort Mill, South Carolina, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Consultant will lead an OCIO team within LPL Financial Research, providing advisors with consultative investment advice, portfolio design, and asset allocation solutions while overseeing junior staff and supporting client reviews. The role focuses on aligning investment processes with advisors' business objectives and driving adoption of the firm's services.

Responsibilities

Provide advisors with consultative, objective advice and customized investment solutions
Lead portfolio design and asset allocation frameworks
Oversee junior portfolio managers and investment analysts

Skills

Qualifications

Bachelor's degreeCFA designationSeries 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.