What are the responsibilities and job description for the Retirement Consultant position at LPL Financial?
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 Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and Non‑ERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives.
Responsibilities:
Acting as a trusted advisor, the Retirement Consultant provides differentiated practice‑management support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty. This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem.
Consultative Sales & RP Program Adoption
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.
Requirements:
77,700.00 - 129,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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
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 Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and Non‑ERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives.
Responsibilities:
Acting as a trusted advisor, the Retirement Consultant provides differentiated practice‑management support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty. This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem.
Consultative Sales & RP Program Adoption
- Execute targeted outreach strategies to deliver personalized communication and deepen Advisor influence and engagement across designated territory
- Drive the adoption of Retirement Partners’ scalable solutions that create Advisor efficiencies, as well as meet and exceed departmental NNA and AUA growth goals
- Maintain high responsiveness, solution-oriented support through shared inboxes and direct Advisor collaboration, positioning RP as a high‑value enterprise resource.
- Deliver consultative guidance to help Advisors build, scale, and optimize their retirement plan business models driving measurable business growth.
- Lead targeted campaigns to identify acquisition opportunities and increase Advisor competitiveness in the qualified plan marketplace.
- Manage Advisor relationships and pipeline activities with accuracy and discipline through Salesforce CRM, ensuring transparency and alignment with leadership expectations.
- Provide strategic insights to Advisors around pricing, fiduciary roles, plan benchmarking, service models, and best‑in‑class participant outcomes.
- Align Retirement Partners’ capabilities with Advisor service models to enhance client satisfaction, expand wallet share, and strengthen retention outcomes.
- Promote scalable strategies that improve participant experiences, reinforce plan sponsor confidence, and increase Advisor Net Promoter performance.
- Anticipate Advisor needs by monitoring engagement trends, identifying service gaps, and delivering proactive, high‑touch support.
- Partner with internal stakeholders and strategic providers to deliver compelling educational experiences that elevate Advisor competency and drive platform utilization.
- Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences.
- Act as an internal liaison across Product, Compliance, and Service teams to resolve Advisor challenges and ensure seamless delivery of solutions.
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.
Requirements:
- Highly collaborative with proven success record of consultative sales and deep understanding of fiduciary responsibilities and retirement plan governance
- Minimum 5 years of retirement industry experience, 3 years within a B/D, RIA, TPA, or record-keeping environment
- High proficiency with use of A.I., PowerPoint design and presentation skills
- Familiarity with plan design consulting, investment due diligence, industry knowledge and best practices
- Bachelor’s degree: retirement designations preferred (AIF®, CPFA®, CRPS®, QKA®)
- Deep technical knowledge of ERISA, fiduciary standards, and qualified plan structures 401k, 403b, 457b, Cash balance/ Defined benefit plans, etc.
- Ability to manage competing priorities in a fast‑paced environment
- Highly disciplined, solution oriented, organized, and self‑directed in achieving required NNA, Advisor and department growth goals
- Collaborative with leadership‑caliber communication skills
- Expertise with Microsoft Office Suite, Salesforce CRM, and virtual engagement platforms (WebEx, Teams, Zoom).
77,700.00 - 129,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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
Salary : $2