Startup Consultant

Role Overview:

The Launch Consultant supports the Startup Consulting team in guiding financial advisors through their transition to independence. This role plays an integral part in executing each phase of the transition, assisting with client management, project coordination, and resource preparation. The Startup Consultant leads projects, while working closely with Sr. Startup Consultants to ensure each client receives comprehensive, effective support in establishing their new practice.

Responsibilities:

• Responsible for leading client projects within our advisor-navigated offering

• Assist in managing Full-Service engagements, supporting consultants in delivering high-quality guidance.

• Help conduct initial practice assessments to gather client needs and goals.

• Coordinate project timelines, tracking tasks and deliverables across multiple phases.

• Support client onboarding with guidance on legal setup, branding, and compliance.

• Provide clients with curated resources, templates, and checklists at each project stage.

• Prepare and assist with client presentations, deliverables, and strategic recommendations.

• Manage client documentation, maintain project records, and contribute to project reporting.

• Collaborate with third-party vendors to coordinate branding, marketing, and technology support.

What we are looking for

We’re looking for a detail-oriented, organized professional with a strong interest in consulting and the independent financial advisor space. The ideal candidate is collaborative, quick to learn, and comfortable managing multiple tasks and timelines. They should have excellent communication skills, a strong customer service focus, and the ability to work well within a team to meet client needs.

Requirements:

• Bachelor’s degree in Business, Finance, Marketing, or a related field.

• 2+ years of experience in consulting, financial services, or startup support.

• Strong project management skills, with experience leading multi-phase projects.

• Knowledge of financial advisor transition processes, compliance, and business operations.

• Excellent communication, presentation, and interpersonal skills.

• 50% travel required

Preferences:

• Prior experience with startups, independent advisory firms, or consulting to financial advisors.

• Familiarity with CRM, project management, and fintech tools including Smartsheet, Tableau, ActiFi, etc

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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