Associate Marketing Consultant

📌 Core Information

🔹 Job Title: Associate Marketing Consultant

🔹 Company: LPL Financial

🔹 Location: San Diego, California, United States

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: July 14, 2025

🔹 Experience Level: 1-3 years

🔹 Remote Status: On-site (Fort Mill/Charlotte and San Diego)

🚀 Job Overview

Key aspects of this role include:

• Assisting senior marketing consultants in executing digital and traditional marketing strategies for LPL advisors
• Managing website updates, social media content scheduling, and promotional sourcing
• Driving business growth for advisors and LPL Financial through strategic marketing initiatives
• Collaborating with multiple senior marketing consultants and other departments to ensure cohesive messaging and communications

ASSUMPTION: This role requires a strong understanding of digital and traditional marketing principles, as well as excellent communication skills and strategic agility to succeed in a fast-paced, team-oriented environment.

📋 Key Responsibilities

✅ Report to the marketing manager and work closely with multiple senior marketing consultants

✅ Execute a digital marketing strategy for several LPL advisors, including social media, email, and blog content distribution

✅ Make updates to an advisor’s website and source promotional items, coordinating with vendors

✅ Manage stationary reorders and ensure brand consistency in printed materials

✅ Support the creation of demand generation forms, invitations, RSVP forms, and advisor outreach initiatives

✅ Collaborate with compliance to ensure content, brand, and messaging are approved

✅ Implement lead generation and niche prospecting process and workflow for implementation in the advisor’s practice

✅ Collaborate with the advisor’s office staff to ensure cohesive messaging and communications

✅ Exhibit strategic agility when adopting and implementing LPL’s current tools and technology

✅ Provide feedback and enhancements from the advisors

✅ Actively participate in LPL’s culture and drive the company’s mission and values

ASSUMPTION: This role involves a high degree of collaboration and requires strong communication skills, as well as the ability to manage multiple projects and priorities effectively.

🎯 Required Qualifications

Education: Bachelor’s degree in marketing, communication, or a related field (preferred)

Experience: 1-3 years of experience in marketing, with a focus on digital and traditional marketing

Required Skills:

• Solid knowledge of inbound marketing tools and web management
• Familiarity with organic and inorganic marketing growth principles, including PPC, SEO & SEM
• Working knowledge of web design principles, best practices, and content management platforms
• Good understanding of digital marketing tools such as Google Analytics, Google Adwords, & email marketing platforms
• Excellent written and verbal communication skills
• Strategic agility

Preferred Skills:

• CRM experience
• Financial services experience

ASSUMPTION: While a bachelor’s degree is preferred, relevant experience and a strong portfolio may be considered in lieu of formal education.

💰 Compensation & Benefits

Salary Range: $24.32 - $40.53 per hour

Benefits:

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The salary range provided is an hourly rate and may vary based on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 5,001-10,000 employees

Founded: 1989

Company Description:

• LPL Financial is among the fastest growing wealth management firms in the U.S.
• As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions.
• The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.

Company Specialties:

• Independent Broker/Dealer
• Institution Services
• RIA
• Independent Advisors
• Custom Clearing Services
• and Financial Services

Company Website: https://www.lpl.com/

ASSUMPTION: LPL Financial is a large, established company with a strong presence in the financial services industry, offering a wide range of services and opportunities for career growth.

📊 Role Analysis

Career Level: Early to mid-career

Reporting Structure: Reports to the marketing manager and works closely with multiple senior marketing consultants

Work Arrangement: On-site, with the option to work in Fort Mill/Charlotte or San Diego

Growth Opportunities:

• Potential for career advancement within the marketing department or other areas of the company
• Opportunities to work with and learn from experienced marketing professionals
• Chance to gain experience in a fast-paced, dynamic environment

ASSUMPTION: This role offers opportunities for professional growth and development within a large, established company in the financial services industry.

🌍 Location & Work Environment

Office Type: Corporate office

Office Location(s): Fort Mill/Charlotte, SC and San Diego, CA

Geographic Context:

• San Diego, CA: A large city with a diverse population and a strong job market
• Fort Mill/Charlotte, SC: A growing metropolitan area with a mix of urban and suburban environments

Work Schedule: Full-time, with the possibility of occasional overtime or weekend work to support marketing campaigns or events

ASSUMPTION: The location and work environment for this role may vary depending on the specific office location chosen by the applicant.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with a member of the HR team
• In-person or virtual interview with the hiring manager and potential team members
• Background check and reference check (if applicable)

Key Assessment Areas:

• Marketing knowledge and experience
• Communication skills
• Strategic agility
• Cultural fit

Application Tips:

• Tailor your resume and cover letter to highlight your marketing experience and relevant skills
• Prepare examples of your marketing work, such as social media campaigns, website updates, or promotional materials
• Research LPL Financial and be prepared to discuss how your skills and experience align with the company’s mission and values

ATS Keywords: Digital marketing, traditional marketing, website management, social media, email marketing, promotional sourcing, SEO, lead generation, content management, communication skills, strategic agility, collaboration, compliance, brand consistency, demand generation

ASSUMPTION: The application process for this role may vary depending on the specific needs and preferences of the hiring manager and HR team.

🛠️ Tools & Technologies

• Content management platforms (e.g., WordPress, Drupal)
• Email marketing platforms (e.g., Mailchimp, Constant Contact)
• Social media management tools (e.g., Hootsuite, Buffer)
• SEO tools (e.g., Google Analytics, SEMrush)
• Project management tools (e.g., Asana, Trello)

ASSUMPTION: The specific tools and technologies used in this role may vary depending on the needs and preferences of the marketing department and the company as a whole.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Putting clients first
• Collaboration
• Innovation
• Empowerment

Work Style:

• Fast-paced and dynamic
• Collaborative and team-oriented
• Focused on results and continuous improvement

Self-Assessment Questions:

• Do you thrive in fast-paced, team-oriented environments?
• Are you comfortable working with multiple stakeholders and managing multiple projects simultaneously?
• Do you have a strong understanding of digital and traditional marketing principles, as well as excellent communication skills?

ASSUMPTION: LPL Financial values employees who are driven, collaborative, and committed to delivering exceptional client experiences.

⚠️ Potential Challenges

• Managing multiple projects and priorities simultaneously
• Working in a fast-paced, dynamic environment
• Adapting to changes in marketing strategies and tools
• Balancing the needs and preferences of multiple stakeholders

ASSUMPTION: This role may present unique challenges, such as managing multiple projects and priorities simultaneously and working in a fast-paced, dynamic environment.

📈 Similar Roles Comparison

• This role is similar to a Marketing Coordinator or Marketing Specialist position, but with a focus on supporting senior marketing consultants and driving business growth for LPL advisors
• Unlike other marketing roles, this position requires a strong understanding of both digital and traditional marketing principles
• Career path for this role may include advancement to a senior marketing consultant or marketing manager position within the company

ASSUMPTION: This role is unique in its focus on supporting senior marketing consultants and driving business growth for LPL advisors, but shares similarities with other marketing roles in terms of required skills and career progression.

📝 Sample Projects

• Developing and executing a social media marketing campaign to promote an LPL advisor’s practice
• Creating and distributing email marketing content to engage LPL advisors’ clients and prospects
• Managing a website update to improve user experience and SEO performance for an LPL advisor’s practice

ASSUMPTION: These sample projects are intended to illustrate the types of marketing initiatives that may be required in this role, but the specific projects and tasks may vary depending on the needs of the advisors and the marketing department.

❓ Key Questions to Ask During Interview

• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does this role support the marketing department and the company as a whole?
• What opportunities are there for professional growth and development within the marketing department or other areas of the company?
• How does LPL Financial support work-life balance for its employees?
• What is the company culture like, and how does this role fit into that culture?

ASSUMPTION: These questions are intended to help applicants better understand the role, the company, and the work environment, but applicants should feel free to ask additional questions based on their specific interests and concerns.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your marketing experience and relevant skills
• Prepare examples of your marketing work, such as social media campaigns, website updates, or promotional materials
• Research LPL Financial and be prepared to discuss how your skills and experience align with the company’s mission and values
• Follow up with the hiring manager or HR team one week after submitting your application to inquire about the status of your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.