LPL Financial is among the fastest growing wealth management firms in the U.S. The Internal Consulting Associate role involves aiding financial advisors by providing relevant product knowledge and consulting on specific client scenarios to enhance their practices.
Responsibilities
- Educate and guide Advisors on LPL’s Advisory Platforms and investment options
- Consult on specific client scenarios, providing suitable solutions
- Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Advisory Desk team
- A commitment and passion around helping our advisors grow their practices
- A variety of basic investment product knowledge and a hunger to become a deep subject matter expert
- An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
Skills
- Bachelor's degree in Business, Finance or related areas or within
- SIEFINRA Series 7 and 63/65 or 66, or ability to get licensed within the first 6 months
- Must be in office 2 days a week
- A Drive for Professional Growth and Development
- Demonstrated ability to use independent judgement to make decisions and solve problems
- Strong communication skills
- Motivated team-player
- Experience in the financial services industry
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- And more
Company Overview
LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.Company H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships, with 23 in 2026, 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.