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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Sr. Learning and Development Consultant

Job ID: R-021900 Date posted: 04/27/2022 Primary Location SC-Fort Mill
Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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 Human Capital Senior Learning Consultant role delivers live customized training to internal audience e.g., LPL employees and external audience e.g., Advisors and Support Staff. This is accomplished via multiple delivery methods and executing content in an engaged, meaningful, and effective way that adds value to our clients and is resource and cost effective for LPL Financial. All training is designed and delivered emphasizing the why it is important and affect to office productivity in addition to the how to and best practices.


  • Customer focused and motivated by helping others

  • Continuous learning and self-education on relevant information and subject matter

  • Build knowledge of competitors and third party tools and be able to consult with clients effectively on those topics

  • Client advocate for all initiatives using business acumen and client experience to help shape new tools, services and training resources

  • Create and deliver impactful training.  This includes content, presentations and delivery techniques

  • Successfully conduct one-on-one client consulting over the phone and in-person, virtual webinar training for up to 200+ participants, hands-on in-person classroom training for 10-200+, and class assistant for employees, advisors and staff.

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.


  • Minimum Education: BS or BA with preferred focus in Finance, Business, Communications and/or Education

  • Minimum Experience 3-5 years in a client-facing (internal and/or external) financial services role

  • Required to become expert in LPL Financials' technology offerings, operations and resources

  • Understand LPL home office technology to provide in-depth training for new hires

  • Highly adaptable, can pivot quickly with the ability to work on multiple assignments simultaneously

  • Consistently incorporates innovation and continual process improvement

  • Maintain all reporting and metric requirements using Salesforce and other assigned procedures

  • Travel may be required up to 10%-40% of time depending on job level and business needs


  • Highly Preferred Professional Requirements or Equivalent Business Expertise and Experience

  • Series 7, 65 or 66 Licenses Preferred

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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  • Human Resources, Fort Mill, South Carolina, United StatesRemove