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Advisory Consultant – Field‑Facing & Education
Job in
Charlotte, Atascosa County, Texas, 78011, USA
Listed on 2026-06-01
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Charlotte
LPL Financial LLC seeks an Advisory Consultant in Fort Mill, SC, to enhance financial advisor services and client interactions. This role involves 7+ years in financial services, where you’ll drive the adoption of advisory products and consult with advisors for growth.
Responsibilities include collaborating with Client Success Managers to formulate strategic plans and conducting numerous client meetings. A strong communication skillset and FINRA certifications are essential for success in this position, along with comprehensive benefits including 401(k) matching and health coverage.
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