LPL Financial · 1 month ago
Internal Direct Business Consultant
San Diego
Full-time
Onsite
Entry Level
$66K/yr - $110K/yr
1+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Internal Direct Business Consultant will support initiatives to grow direct business assets and ensure smooth transitions for advisors, focusing on operational coordination, marketing outreach, and program execution.
FinanceFinancial Services
Responsibilities
Assist in implementing conversion campaigns and initiatives
Coordinate with internal teams to ensure timely and accurate execution of repapering processes
Maintain documentation and track progress for assigned projects
Serve as a resource for advisors during direct business transitions
Provide guidance on tools, processes, and requirements for successful conversions
Help organize educational sessions and prepare supporting materials
Execute targeted marketing outreach campaigns to generate leads for direct business conversions
Collaborate with internal marketing teams to develop messaging and materials
Track outreach effectiveness and provide feedback for continuous improvement
Monitor and report on conversion activities and advisor engagement
Partner with analytics teams to compile insights and prepare summaries for leadership
Identify process improvements based on feedback and data trends
Qualification
Required
1–3 years of experience in financial services, preferably in advisor support, operations, or marketing
Ability to manage multiple priorities and work collaboratively across teams
Detail-oriented with strong execution skills
Strong organizational and communication skills
Excellent relationship-building and communication abilities
Comfortable working in a fast-paced, evolving environment
Proficient in Microsoft Office and basic data analysis tools
Ability to drive marketing outreach initiatives and generate leads
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase