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Retirement Consultant

LPL Financial

LPL Financial

Operations
Multiple locations
Posted on Saturday, June 29, 2024

Are you a team player? Are you curious to learn? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 Retirement Consultant is an ERISA-qualified retirement plan specialist with a strong background in consultative sales. This role involves consulting Advisors on improving business processes through the adoption of Retirement Partners’ platforms and solutions. The ideal candidate is results-oriented, familiar with the qualified retirement plan industry, and can assist Advisors in driving net new asset growth to meet both the Advisor and departmental revenue objectives.

Responsibilities:

The Retirement Consultant is expected to provide timely, accurate, and actionable guidance to Advisors and their teams, demonstrating a commitment to providing support excellence. This includes but is not limited to the following:


Sales & Practice Management

  • Oversees a territory in providing business practice improvement and solution consulting, proactive Advisor outreach campaigns; new plan and/ or book of business acquisition support, record/ track engagement and support activities and sales achievements within Salesforce CRM, assist with managing the Retirement Consulting team’s general inbox.

Advisor Engagement and Program Adoption

  • Development and execution of Advisor engagement and communication campaigns around LPL RP programs via the following methods: daily outbound calls, emails, scheduled meetings, virtual study groups, group conference calls, etc. with the goal of achieving Advisor GDC growth and meeting department net new asset minimums.


Advisor Training and Education

  • Collaboration with provider partners to facilitate educational webinars, distribute educational material, conference participation such as the annual LPL Focus conference, Retirement Partners annual conference, regional events, workshops, etc.

  • Facilitate industry focused webinars, training, and education.

  • Interface with various departments outside the retirement partners division to assist Advisors with resolving challenges affecting their practices.

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.

Requirements:

  • 5+ years’ experience in financial services

  • 3+ years in the Retirement Plan industry

Preferences:

  • Bachelor’s degree in related field

  • Series 7/ 66 or 65 licenses

  • AIF, CPFA, PPC, CFP designations

  • Consultative sales experience, an understanding of ERISA fiduciary standards

  • High proficiency with Microsoft Office, Salesforce, and Virtual conference mediums

  • Works independently, with little supervision to drive results; self-accountable

  • Consultative sales; capable of presenting in a virtual or live setting

  • Excellent verbal and written communication skills

  • Highly organized; ability to prioritize competing initiatives, problem-solve.

  • Works well in a team environment; collaborative


Pay Range:

-/year


Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer!


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

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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 (855) 575-6947.