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.
Role Overview:
The Launch Consultant supports the Startup Consulting team in guiding financial advisors through their transition to independence. This role plays an integral part in executing each phase of the transition, assisting with client management, project coordination, and resource preparation. The Associate Startup Consultant works closely with Startup Consultants to ensure each client receives comprehensive, effective support in establishing their new practice.
Responsibilities:
- Responsible for leading client projects within our advisor-navigated offering
- Assist in managing Full-Service engagements, supporting consultants in delivering high-quality guidance.
- Help conduct initial practice assessments to gather client needs and goals.
- Coordinate project timelines, tracking tasks and deliverables across multiple phases.
- Support client onboarding with guidance on legal setup, branding, and compliance.
- Provide clients with curated resources, templates, and checklists at each project stage.
- Prepare and assist with client presentations, deliverables, and strategic recommendations.
- Manage client documentation, maintain project records, and contribute to project reporting.
- Collaborate with third-party vendors to coordinate branding, marketing, and technology support.
What we are looking for
We’re looking for a detail-oriented, organized professional with a strong interest in consulting and the independent financial advisor space. The ideal candidate is collaborative, quick to learn, and comfortable managing multiple tasks and timelines. They should have excellent communication skills, a strong customer service focus, and the ability to work well within a team to meet client needs.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- 2+ years of experience in consulting, financial services, or startup support.
- Strong project management skills, with experience leading multi-phase projects.
- Knowledge of financial advisor transition processes, compliance, and business operations.
- Excellent communication, presentation, and interpersonal skills.
- About 25% travel required
Preferences
- Prior experience with startups, independent advisory firms, or consulting to financial advisors.
- Familiarity with CRM, project management, and fintech tools including Smartsheet, Tableau, ActiFi, etc
Pay Range:
$79,700.00 - $132,800.00
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!
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.
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 @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.