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Internal Regional Consultant

Company: LPL Financial LLC
Location: San Diego
Posted on: September 21, 2023

Job Description:

Internal Regional Consultant page is loaded Internal Regional Consultant Apply locations San Diego time type Full time posted on Posted 30+ Days Ago job requisition id R-031182
Are you interested in joining an internal consulting team that assists financial professionals' growth and protects the value of their business through a variety of solutions? If so, the Internal Consultant role on the LPL Business Solutions Sales Consulting team might be just 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 primary purpose of this role is to aid financial professionals in navigating and applying the most relevant business solution products & services offerings to specific business owner situations. Responsibilities:

  • Business Planning & Protection Consultant must demonstrate a high level of product knowledge, professionalism, and attention to detail.
  • Knowledgeable of specific products within our LPL Business Solutions Consulting team and suite of services and emerging solutions (Marketing Solutions, Administrative Solutions, CFO Financial Solutions, The Assurance Plan, M&A Solutions, Digital Office Solutions, etc.
  • Training and development to understand and articulate LPL Business Solutions value proposition, general LPL policies, competitive landscape, the financial services industry and the benefits of joining one or more of Business Solutions suite of services and emerging solutions.
  • Outbound prospecting and lead generation
  • Support sales and marketing campaign activities, such as prospecting, data mining, and event follow up.
  • Sales Consultations 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 can execute in a way that encourages -creativity -and -continuous improvement. Requirements:
    • 3+ years of experience in the Financial Services Industry;
    • Previous experience in a Sales or Consulting positionPreferences
      • Bachelor's Degree
      • A Drive for Professional Growth and Development
      • Demonstrated ability to use independent judgment to make decisions and solve problems.
      • Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism
      • Highly motivated and resilient by achieving sales targets consistently
      • Develop skillset, knowledge base, and industry experience in order to qualify for next level opportunity as an Internal Regional Consultant.Pay Range:56,000-84,000/yearActual 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. 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 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. What Makes Us Special LPL Financial is the nation's largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.To understand who we are, it's important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best - create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our - About LPL -page.* As reported by -Financial Planning -magazine, June 1996-2019, based on total revenue. Helpful Links Want to learn more about the benefits of working at LPL? Check out the links below!We Are LPL Benefits Culture Social Responsibility

Keywords: LPL Financial LLC, San Diego , Internal Regional Consultant, Professions , San Diego, California

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