Are you interested in joining an internal consulting team that assists financial professionals' growth and protects the value of their business through a variety of solutions?

If so, the Internal Consultant role on the LPL Business Solutions Sales Consulting team might be just for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview

The primary purpose of this role is to aid financial professionals in navigating and applying the most relevant business and advice solution products & services offerings to specific advisor and enterprise situations.

Responsibilities:

• Internal Consultant must demonstrate a high level of product knowledge, professionalism, and attention to detail.

• Knowledgeable of specific products within our LPL Services Group Consulting team and suite of services and emerging solutions (Bookkeeping Services, Paraplanning Services, Marketing Solutions, Administrative Solutions, CFO Financial Solutions, The Assurance Plan, M&A Solutions, Digital Office Solutions, etc.

• Training and development to understand and articulate LPL Services Group value proposition, general scope, competitive landscape, the financial services industry and the benefits of joining one or more of LPL Services Group suite of services and emerging solutions.

• Outbound prospecting and lead generation

• Support sales and marketing campaign activities, such as prospecting, data mining, and event follow up

• Sales Consultations

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Minimum Education Required: Bachelor’s Degree

• A Drive for Professional Growth and Development

• Demonstrated ability to use independent judgment to make decisions and solve problems.

• Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism

• Highly motivated and resilient by achieving sales targets consistently

• Develop skillset, knowledge base, and industry experience in order to qualify for next level opportunity as an Internal Regional Consultant.

Preferences:

• FINRA 6, 7 and, 66 preferred

• Experience in the Financial Services Industry; 4-5 years preferred

Internal Consultant is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

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