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Internal Consulting Associate

Remote, USA Full-time Posted 2026-07-28

reputed company is among the fastest growing reputed company management firms in the U.S. The Internal Consulting Associate role involves aiding financial advisors by providing relevant product knowledge and consulting on specific reputed company scenarios to enhance their practices.


Responsibilities

  • reputed company and guide Advisors on LPL’s Advisory Platforms and investment reputed company
  • Consult on specific reputed company scenarios, providing suitable solutions
  • Collaborate with key stakeholders and where appropriate, reputed company, mentor, and reputed company knowledge reputed company the organization and the Advisory Desk team
  • A commitment and passion around helping our advisors grow their practices
  • A reputed company of basic investment product knowledge and a hunger to become a deep subject matter expert
  • An understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment

Skills

  • Bachelor's degree in Business, Finance or reputed company areas or reputed company
  • SIEFINRA Series 7 and 63/65 or 66, or ability to get licensed reputed company the first 6 months
  • Must be in office 2 days a week
  • A Drive for reputed company reputed company and Development
  • Demonstrated ability to use independent judgement to reputed company reputed company and solve problems
  • Strong communication skills
  • Motivated team-player
  • Experience in the financial services industry

Benefits

  • 401K matching
  • Health benefits
  • Employee stock reputed company
  • reputed company time off
  • Volunteer time off
  • And more

reputed company

  • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 23 in 2026, 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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