Internal Consulting AssociateApply Job ID: R-017484 Date posted: 09/23/2021 Primary Location CA-San Diego
The Internal Consulting Associate's primary purpose is to aid financial advisors in navigating and applying the most relevant advisory, products & services offerings to specific client situations. Internal Consulting Associates (ICA) must demonstrate a high level of product knowledge, professionalism, and attention to detail. The ICA is responsible for fielding 30-40 inbound calls daily and will provide accurate support regarding all aspects of the LPL offerings and engage in consultative conversations independently addressing a broad range of client support issues applying professional judgment, expertise and best-in-class service. Essential Functions:
Training & Education – Consult with financial advisors about all aspects of the LPL advisory, product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs. Consult on Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses.
Case Consultations - Consult with financial advisors on new sales opportunities. This involves questioning techniques to fully understand client needs and advisor preferences for investment and practice management. Leverage expertise and job knowledge to provide options for consideration relative to asset allocations and product selections in order to meet client needs.
Consult as a first point of contact to understand client needs, case design, risk class assessment, illustrations, and recommends suitable products and carriers to meet those needs. Assure appropriate sales materials are packaged to the advisor to help them better understand and make adjustments to the case as needed.
Articulate market and economic impacts as well as the technical investment characteristics of portfolios and underlying securities.
Consult on supporting technology including portfolio analytic tools, investor presentation and proposal tool, annuity tools, and LPL BranchNet management/trading tools.
Articulate our value proposition and four pillars of support and provides an overview of advanced sales concepts.
With little supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns.
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.
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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 @lplfinancial.com 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.