Internal Consulting Associate

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.ResponsibilitiesEducate and guide Advisors on LPL’s Advisory Platforms and investment optionsConsult on specific client scenarios, providing suitable solutionsCollaborate with key stakeholders and where appropriate, educate, mentor, and share knowledge within the organization and the Advisory Desk teamA commitment and passion around helping our advisors grow their practicesA variety of basic investment product knowledge and a hunger to become a deep subject matter expertAn understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environmentSkillsBachelor's degree in Business, Finance or related areas or withinSIEFINRA Series 7 and 63/65 or 66, or ability to get licensed within the first 6 monthsMust be in office 2 days a weekA Drive for Professional Growth and DevelopmentDemonstrated ability to use independent judgement to make decisions and solve problemsStrong communication skillsMotivated team-playerExperience in the financial services industryBenefits401K matchingHealth benefitsEmployee stock optionsPaid time offVolunteer time offAnd moreCompany OverviewLPL 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 SponsorshipLPL Financial has a track record of offering H1B sponsorships, with 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.



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