Wealth Management Consultant

2 weeks ago


Baton Rouge, Louisiana, United States LPL Financial Holdings, Inc. Full time
Embark on a rewarding career journey

LPL Financial collaborates with financial institutions to provide a comprehensive range of wealth management services to their clientele. This role presents an opportunity to join a prominent financial institution as a Wealth Management Consultant associated with LPL Financial. Under this arrangement, Wealth Management Consultants operate independently from LPL Financial.

The Wealth Management Program at this institution is committed to serving the local community with a diverse array of financial solutions. You will become part of a dedicated team focused on assisting clients throughout their financial journeys.

This dynamic position offers you the chance to enhance your career and business while supporting individuals and families seeking financial guidance. Key benefits of this role include:
  • The ability to manage an established client portfolio from day one
  • The potential to cultivate a robust client network through the institution's exceptional referral framework
  • Access to multiple branch territories with a substantial deposit base, including existing clients in need of advisory services
  • The opportunity to attract new clients through the institution's existing clientele
  • The freedom to develop client solutions without being limited to proprietary offerings
  • The ability to expand your practice with LPL's extensive tools, technology, and support
  • The advantage of LPL's expertise in helping financial institutions enhance and optimize their wealth management programs
  • The opportunity to leverage the institution's esteemed reputation and community presence
As a consultant associated with LPL Financial, you will benefit from our unwavering commitment to support you in serving your clients effectively. Your partnership includes:
  • Access to advanced technology and a tailored suite of services
  • An open architecture platform providing access to a wide range of investment products from leading third-party providers
  • Resources and expertise across the organization to assist you in crafting client solutions
  • The flexibility to design solutions tailored to your client's unique objectives
Whatever your vision of success may be, we are here to support you every step of the way.

Qualifications:
  • Series 7 and 66 (or 63/65) required
  • Insurance license required
  • A minimum of three years of experience in investment sales
Important Note: By submitting an application, you acknowledge that employment is with the financial institution, while LPL Financial will hold your securities and insurance licenses in accordance with regulatory requirements.

***IMPORTANT DISCLOSURE(S)

These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the financial institution.

Compensation Range: $125,000 - $175,000

The salary range is influenced by various factors, including the applicant's skills, experience, and work location. This position is also eligible for sales incentive compensation.

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