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Associate Wealth Consultant

Job ID: R-006907 Date posted: 06/27/2019 Primary Location SC-Fort Mill

The High Net Worth Solutions Team at LPL focuses on working with Advisors that serve high-net-worth individuals, families and institutions.  The focus of this position is around the technology that supports Advisors in this space (Fortigent) in the realm of aggregated performance reporting, trading, research and practice management.

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 and software and technical proficiency is a must.    In addition, the Associate Wealth Consultant needs to be able to track and ensure completion of advisor inquiries that involve other teams.  

Essential Functions:

Solve a wide range of Advisor questions regarding Fortigent’s performance reporting products (30%)

Coordination of Advisor driven requests and inquires to internal constituents (25%)

Manage deadlines and have the ability to review and explain the products to the Advisor (15%)

Develop an understanding of how portfolio accounting data impacts the reporting product (10%)

Adherence to deadlines pertaining to service level agreements and project conclusion dates (10%)

Interfacing with team leaders to address specific needs of Advisors (10%)

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 PowerPoint and the ability to learn new software systems that are proprietary.

Candidate must have a strong understanding of financial investment vehicles and current market climate; understanding of performance return calculations; must be self-motivated with close attention to detail and organizational skills.

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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