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Marketing Consultant

Job ID: R-023201 Date posted: 05/31/2022 Primary Location CA-San Diego Other Locations CA-Remote

Do you have 3+ years of digital marketing experience and enjoy consulting with clients?

Are you passionate, creative, and analytical about optimizing campaign results to drive results?

Would you like to help people improve their financial acumen and build wealth for their future while growing financial advisors' businesses?

Excited to learn more? 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:

The LPL Financial Marketing Solutions department is seeking a marketing consultant with high proficiency in all facets of digital marketing. In this position, you will be the virtual chief marketing officer and the main point of contact for the LPL financial advisors you’ll be supporting. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with your business acumen to develop and execute engaging digital marketing programs for multiple LPL advisors’ practices. This position reports to the AVP of Marketing.


  • Support LPL advisors’ digital marketing strategies via phone, video conferencing and email

  • Evaluate each advisor or firms digital marketing needs and develop a customized strategy to achieve KPIs.

  • Curate and implement digital marketing editorial calendars for each advisor's blog, e-newsletter, email campaigns, digital ads, and social media platforms month-over-month to align with the advisor overarching goals

  • Evaluate a plan to consistently maintain each advisor’s website and blog to enhance as needed

  • Implement lead generation, niche prospecting processes, and workflows to drive business growth for both LPL Financial and the advisors

  • Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic

  • Schedule and host regular monthly discussions with the advisors

  • Collaborate with the advisor’s office staff to ensure cohesive messaging and communications

  • Collaborate with compliance to ensure the content, brand, and messaging are approved

  • Conduct market research and share discoveries with each advisor

  • Work as a liaison to vendors for digital and traditional marketing needs

  • Work with LPL's current tools to integrate them into the overarching plan

  • Provide feedback and program enhancements from the advisors

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, communication, a related field, or equivalent experience

  • Solid understanding of e-commerce, PPC, SEO & SEM and lead generation techniques

  • Solid knowledge of CRM, inbound marketing tools, and web management

  • Working knowledge of web design principles, best practices, and content management platforms

  • Ability to develop and execute marketing strategies


  • 3-5 years of experience in traditional and digital marketing required; client consulting experience preferred

  • Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and Hubspot

  • Financial services experience a plus, not required

  • Excellent written and verbal communication skills

  • Excellent project management and organizational skills


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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