Advisor Learning and Development Consultant-2

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
 

Job Overview:

The Client Empowerment Advisor Learning and Development training role delivers live customized training internal (LPL employees) and external (Advisors and Support Staff).  This is accomplished via multiple delivery methods and executing content in an engaged, meaningful, and effective way that adds value to our clients and is resource and cost effective for LPL Financial.   All training is designed and delivered emphasizing the why it is important and affect to office productivity in addition to the how to and best practices.

Essential Functions include contributing to retaining and growing Advisor Practices and Institutions by providing education on LPL Financial technology and back-office processing in a way that resonates with clients and drives efficiency gains in their daily operations and back-office management.

Responsibilities:

• Create and Deliver Personalized Learning Journey

• Customer focused and motivated by helping others.

• Continuous learning and self-education on relevant information and subject matter

• Required to become expert in LPL Financials technology offerings, operations, and resources.

• Build knowledge of competitors and 3rd party tools and be able to consult with clients effectively on those topics.

• Client advocate for all initiatives using business acumen and client experience to help shape new tools, services & training resources.

• Create and deliver impactful training.  This includes content, presentations, and delivery techniques.

• Successfully conduct one-on-one client consulting over the phone and in-person, virtual webinar training for up to 200 + participants, hands-on in-person classroom training for 10-200+, and class assistant for employees, advisors, and staff.

• Maintain all reporting and metric requirements using Smartsheet and other assigned procedures.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor of Science, preferred focus in Finance, Business, or Communications Preferred

• 3 to 5 years in client facing Financial Services role

• 1+ year of experience with third-party Advisor Technology

• Expert Level Microsoft Suite experience

• LPL Advisor Technology  

Core Competencies:

• High business acumen.

• Well versed in various Broker Dealer lines of business including wire house, regional, independent, RIA, institutions, and retirement planning firms.

• Understand LPL home office technology to provide in-depth training for new hires.

• Excellent communicator with sales-ability.

• Highly adaptable, can pivot quickly with the ability to work on multiple assignments simultaneously.

• Facilitator and webinar host with outstanding presentation skills.

• Proactive and takes initiative without being asked.

• High problem solving and critical thinking skills.

• Consistently incorporates innovation and continual process improvement.

• Professional maturity and presence with the ability to self-manage.

Preferences:

• Series 7, 63 Preferred

#LI-PA

 

Pay Range:

$71,070.00 - $118,450.00

 

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. 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. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26