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Senior Marketing Consultant

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Job ID R-025789 Date posted 09/22/2022 Primary Location CA-Remote Other Locations AZ-Remote , NV-Remote

Do you have 5+ years of digital marketing experience and enjoy consulting with clients?

Are you passionate, creative, and analytical about optimizing campaign results to drive results?

Would you like to help people improve their financial acumen and build wealth for their future while growing financial advisors' businesses?

Excited to learn more? If so, then this could be the role 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 LPL Financial Marketing Solutions department is seeking a Senior Marketing Consultant with a high proficiency in all facets of digital marketing as well as basic understanding of traditional marketing tactics. In this position, you will act as a marketing consultant and main point of contact for 2-4  LPL advisors and their teams that are part of their practice. You will execute a digital and traditional marketing strategy. This role will support advisors who are part of LPL's Strategic Wealth Services (SWS) offering. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.  


  • Report to the Assistant Vice President of Marketing Solutions.

  • Curate and implement digital marketing editorial calendars for each advisors’ blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor overarching goals.

  • Generate an evaluation to consistently maintain each advisor’s website and blog to enhance as needed.

  • Implement lead generation, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.

  • Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.

  • Learn and produce each advisor’s marketing plan based on advisor preferences.

  • Schedule and host regular weekly or bi-weekly discussions with the advisors.

  • Maintain the advisor’s brand (logo, design treatment, etc.).

  • Maintain their stationery and brochure.

  • Collaborate with the advisor’s office staff to ensure cohesive messaging and communications while providing coaching with events and seminars.

  • Collaborate with compliance to ensure content, brand, and messaging are approved.

  • Conduct market research and share discoveries with each advisor.

  • Work as a liaison to digital vendors.

  • Work with LPL's current tools to integrate into their overarching plan.

  • Provide feedback and program enhancements from the advisors.

Job Requirements:

  • Bachelor’s degree in marketing, communication, a related field, or equivalent marketing experience.

  • 5-7+ years’ experience in marketing and digital marketing.

  • Solid understanding of ecommerce, PPC, SEO & SEM.

  • Solid knowledge of CRM, inbound marketing tools, and web management


  • Understanding of offset and digital print.

  • Basic understanding of events and webinars.

Marketing Solutions 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.


Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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