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Wealth Consultant, HNW Solutions

Job ID: R-006984 Date posted: 06/27/2019 Primary Location SC-Fort Mill Other Locations CA-San Diego

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

The Wealth Consultant’s primary role is to own, manage and support a subset of our business-to-business relationships which consume the tools that support the HNW channel.  Being an effective communicator, as well as possessing a client-centric mindset at all times, is a must.       

Essential Functions: (List in order of importance and estimate the percentage of time spent.)

First level contact and support for assigned relationships; Fielding of ad hoc Advisor driven requests regarding the product and be able to facilitate with internal constituents (55%)

Execution of regular calls and touchpoints with clientele (20%)

Proactively identifying ways to enhance revenue, increase efficiency and improve the product offering (15%)

Interfacing with team leaders to address specific needs of Advisors (5%)

Setting direction of Associate level team tasks and monitoring deliverables (5%)

Other Job Duties (%):

Job Requirements:

Minimum Education Required:  Bachelor’s Degree

Minimum Experience Required: (including years of experience): 3+ years industry experience

Licenses/Certifications Required/Preferred:

Software/Systems Skills Required/Preferred: High level of proficiency of MS Office, particularly Excel and PowerPoint and the ability to learn proprietary software systems.

List any Physical Requirements for the position:

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

List any Soft Skills required for the position: (Communication, Multi-Tasking, etc.)

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; experience in a business-to-business service environment is a plus.

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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  • Finance, San Diego, California, United StatesRemove
  • Finance, Fort Mill, South Carolina, United StatesRemove
  • Sales and Marketing, San Diego, California, United StatesRemove
  • Sales and Marketing, Fort Mill, South Carolina, United StatesRemove