Associate Advisory ConsultantApply Job ID: R-001646 Date posted: 11/01/2017 Primary Location SC-Fort Mill
The qualified candidate will be responsible for supporting the growth of advisory platform assets for LPL Clearing clients (AXA Advisors) primarily through phone contact, proposal/report construction, schedule management and sales reporting. Working together with the Regional Advisory Consultants the candidate will act as a sales partner to collectively execute on a strategic business plan to grow advisory sales. The primary purpose of this role is to aid Clearing Financial Advisors in navigating and applying the most relevant products and services offerings to specific client situations. The role provides advisory platform support, proposal support and marketing support to financial professionals through inbound and outbound phone calls. The role will be phone based and require excellent team work skills.
LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans.
Headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.