Internal Consulting Associate

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The primary purpose of this role is to aid financial advisors in navigating and applying the most relevant products & services offerings to specific client situations. Consulting Associates must demonstrate a high level of product knowledge, professionalism, and attention to detail. Specific platforms and products covered are LPL's suite of advisory solutions (SAM/SWM, MWP, OMP, GWP, PWP, and Manager Select), as well as individual products such as Mutual Funds, SMA's, ETFs, and Alternative Investments. 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...