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Associate Wealth Consultant

Job ID: R-005913 Date posted: 03/07/2019 Primary Location SC-Fort Mill

The Associate Wealth Consultant’s primary role is to provide efficient and scalable service to our advisor base through utilizing our Help Desk system.  Providing professional and timely responses is essential.    In addition, the Associate Wealth Consultant needs to be able to track and ensure completion of Help Desk tickets that involve other teams.   This Associate Wealth Consultant will be the liaison between the Consulting Team and the Escalations Team.

Essential Functions:

Coordination of Advisor driven requests and inquires to internal constituents

Manage urgent Advisor requests & oversee the completion process of these urgent requests

Administer Advisor Specials pertaining to sensitive client accounts and information

Continuous support and communication to the Consulting Team

Develop an understanding & process around the Advisor experience

Adherence to deadlines pertaining to service level agreements and project conclusion dates

Interfacing with Team Leaders to address specific needs of Advisors

Job Requirements:

Minimum Education Required:  Bachelor’s Degree

Minimum Experience Required: (including years of experience): 0-4 years industry experience

Software/Systems Skills Required/Preferred: High level of proficiency of MS Office, particularly Excel and Power Point and the ability to learn new software systems that are proprietary.

Understanding of financial investment vehicles and current market climate, Self-motivated with close attention to detail and organizational skills, proficiency in Microsoft Office products, specifically Excel and Word, strong written and oral communication skills; must be strong in phone conversations, ability to work in a fast pace environment, ability to handle multiple projects, software and tasks at any given time in order to meet strict deadlines, ability to work with minimal supervision and to show initiative to take on new things without being prompted.

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

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.

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