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 Marketing Consulting team is seeking a Marketing Consultant for the Independent Advisor Network affiliation model.
Independent Advisor Network serves enterprises who value independence but seek greater connectivity and business support. Advisors who affiliate under this model will have an assigned team of specialized consultants, dedicated support resources, and an engaged community to support their growth journey.
This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.
The ideal candidate will be a self-starter and a passionate marketer with the expertise and desire to educate and inspire up to 415 financial advisors to take action on their marketing strategies.
In addition, the Marketing Consultant is a skilled presenter, delivering compelling and informative sessions on a wide array of marketing topics. As a part of the broader LPL Marketing Solutions organization, we act as a concierge guiding our clients through the array of resources and support available in our marketing ecosystem and providing expert recommendations.
Examples of topics the ideal candidate will be able to speak to include:
90-day marketing strategy
Branding and value proposition
Target marketing
Website strategy and design
SEO and paid advertising
Social media
Email marketing and automation
Client and prospecting events
This position will report to the AVP of Marketing Consulting.
Responsibilities
This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.
Proactively reach out to advisors within assigned enterprises
Offer one-on-one consulting with advisors and teams, providing tailored recommendations and expert marketing advice
Present marketing best practices on a variety of topics via dedicated webinars and at in-person events
Stay up-to-date on marketing trends and tactics
Collect, share, and take action on advisor feedback as needed
Analyze, interpret, and report on key business results
Maintain comprehensive knowledge of tools and resources available to support advisors, including both internal solutions and third party vendors
Assist advisors with navigating the many resources available to them through their affiliation with LPL
Drive awareness and adoption of LPL Business Solutions options, including Marketing Solutions for additional hands-on support
Maintain availability to advisors and their staff via phone and email to address questions as needed and respond in a timely fashion
Collaborate with team members for continuous learning and to support consistency in our offering
Support LPL Large Enterprise’s digital marketing strategies via phone, video conferencing and email
Evaluate each Large Enterprise’s digital marketing needs and develop a customized strategy to achieve KPIs.
Curate and implement digital marketing editorial calendars for each Large Enterprise. Examples of deliverables are blogs, e-newsletter, email campaigns, digital ads, and social media platforms month-over-month to align with the Large Enterprise’s overarching goals
Evaluate a plan to consistently maintain each Large Enterprise’s website to enhance as needed
Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
Collaborate with compliance to ensure the content, brand, and messaging are approved
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.
Job Requirements
2+ years hands-on marketing experience
Knowledge of digital marketing and social media best practices
Microsoft Office (Outlook, Excel, PowerPoint, and Word), Box, and SmartSheet required
Core Competencies:
Excellent verbal and written communication skills
Strong organizational and project management skills
Works well in a fast-paced and ever-changing environment
Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude
Preferences:
Bachelor's degree in Marketing, English, Communication, Journalism or a related field
Solid knowledge of CRM, inbound marketing tools, and web management
Experience in financial services preferred
Experience working with marketing technology platforms a plus
Pay Range:
$62,006.00 - $103,309.00Actual 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
Skills Required
- 2+ years hands-on marketing experience
- Knowledge of digital marketing and social media best practices
- Skilled presenter with ability to deliver webinars and in-person sessions
- Microsoft Office (Outlook, Excel, PowerPoint, Word)
- Box
- Smartsheet
- Excellent verbal and written communication skills
- Strong organizational and project management skills
- Ability to work autonomously and collaboratively in a fast-paced environment
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
