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Wealth Consultant

Job ID: R-002462 Date posted: 03/09/2018 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 individuals, families and institutions.  The focus of this position is around the 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 roles are to provide our business-to-business clients with product specific technology consulting and support, as well be able to conduct data analysis for onboarding advisors.  Being an effective communicator, as well as having an analytical mindset, is essential.  Software and technical proficiency is a must.     

Essential Functions:

Product Consulting - Have the ability to review, train and explain the technical products to the Advisor (40%)

Data and presentation analysis of historical performance and projects for onboarding advisors (25%)

Solve a wide range of Advisor questions regarding Fortigent’s performance reporting products and understanding how portfolio accounting data impacts the reporting (15%)

Fielding of ad hoc Advisor driven requests and be able to facilitate with internal constituents (10%)

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

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

Job Requirements:

Minimum Education Required:  Bachelor’s Degree

Minimum Experience Required: 3+ years industry experience

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

Physical Requirements for the position:  Candidate must have a strong understanding of financial investment vehicles and current market climate; understanding of performance return calculations; must be self-motivated with close attention to detail and organizational skills.

Soft Skills required for the position:

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.

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans. 

Headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

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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