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Marketing Consultant

Job ID: R-017385 Date posted: 01/10/2022 Primary Location SC-Fort Mill Other Locations CA-San Diego

Do you enjoy providing great consulting services to advisors?

Do you like to assist advisors in growing their business?

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:

As a core team member of the Marketing Consulting team, the Marketing Consultant is dedicated to supporting all advisors with a superior client experience as they call in with their marketing questions and needs. The Marketing Consultant will provide advisors with the information, answers, and resources that will help them better market and grow their business.  The Marketing Consultant will support the Consulting team with content creation, special projects and speaking engagements via the marketing programs, offerings, and content provided on LPL’s client facing portals and consulting services. The Marketing Consultant will help to identify trends and gaps based on their engagement with advisors and drive team conversations around implementing feedback and innovative solutions. The Marketing Consultant will lead the collection of team and advisor feedback to drive continuous improvement in our offering and services.

This position will report to an AVP of Marketing, and will work directly with other members of the Marketing Consulting team.


  • Provide the best client experience to all who call or email with questions and needs by fully answering their questions and meeting their needs efficiently and with correct information the first time
  • Source content and/or information from within LPL to ensure that all questions and emails are answered correctly and efficiently within 24 hours
  • Act as an expert in all LPL marketing tools and resources available to advisors and institutions
  • Provide guidance on approved third-party tools and resources available to support advisors’ marketing efforts
  • Source or create marketing content to help advisors market their business
  • Conduct traditional and digital marketing consultations
  • Present direct feedback from advisors and work with manager on actionable solutions
  • Lead new team member onboarding and training program
  • Support manager is facilitating a team education curriculum for higher learning and team development
  • Provide demos of marketing tools and resources
  • Present demos and best practices on the Advisor University webinar series
  • Participate in Home Office Visits in support of LPL’s recruiting efforts
  • Participate on LinkedIn and Twitter on behalf of the Marketing Consulting team and in support of our advisors’ interest in continuous learning and best practices
  • Attend industry and LPL Financial conferences, as appropriate
  • Track and report on key performance indicators
  • Work on special marketing projects as needed

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • Bachelor's degree in Marketing, English, Communication, Journalism or a related field required (Finance or Economics minor is helpful to understand our industry)
  • 2+ years hands-on marketing experience required
  • Knowledge of digital marketing and social media best practices required
  • Basic graphic design skills is a plus
  • Video content creation and editing is a plus
  • Intermediate proficiency in Microsoft Office required (Outlook, Excel, PowerPoint, and Word)
  • A self-starter, proactive with a positive, growth-oriented mindset
  • Excellent verbal and written communication skills
  • Strong organizational and project management skills
  • Experienced collaborator, strong attention to detail, independent and critical decision maker
  • Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude
  • Works well in a fast-paced and ever-changing environment

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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