📌 Core Information
🔹 Job Title: Marketing Consultant
🔹 Company: LPL Financial
🔹 Location: Fort Mill/Charlotte, San Diego
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: June 30, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site (Fort Mill/Charlotte, San Diego)
🚀 Job Overview
Key aspects of this role include:
- Providing marketing support and guidance to financial advisors and institutions
- Delivering strategic advice and recommendations to help clients achieve their marketing goals
- Presenting on various marketing topics to clients and at industry conferences
- Acting as an expert on LPL marketing tools and resources
- Collaborating with the Business Strategy and Innovation (BSI) team to enhance the client experience
ASSUMPTION: This role requires a balance of strategic thinking, strong communication skills, and a deep understanding of marketing best practices, particularly in the financial services industry.
📋 Key Responsibilities
✅ Provide an industry-leading, best-in-class experience to clients by fully answering their questions and addressing their needs in a timely manner
✅ Provide tailored advice via one-on-one consultations with clients
✅ Act as an expert in all LPL marketing tools and resources available to advisors and institutions
✅ Introduce advisors to LPL’s marketing products and solutions
✅ Develop and deliver marketing education in the form of webinars and in-person presentations
✅ Provide guidance on approved third-party tools and resources available to support advisors’ marketing efforts
✅ Source content and/or information from within LPL to ensure that all questions are answered correctly and efficiently within 24 hours
✅ Present direct feedback from advisors and work with manager on actionable solutions
✅ Provide demos of marketing tools and resources
✅ Attend industry and LPL Financial conferences, as needed
✅ Track and report on key performance indicators
✅ Work on special marketing projects as needed
ASSUMPTION: This role requires strong communication, organizational, and project management skills to manage multiple client interactions and projects effectively.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 2+ years of hands-on marketing experience required
Required Skills:
- Knowledge of digital marketing and social media best practices
- Intermediate proficiency in Microsoft Office (Outlook, Excel, PowerPoint, and Word)
- Excellent verbal and written communication skills
- Strong organizational and project management skills
- Experienced collaborator, strong attention to detail, independent and critical decision maker
- Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude
- Works well in a fast-paced and ever-changing environment
Preferred Skills:
- Experience in financial services
- Video content creation and editing
- Experience with financial services compliance
- Experience working with marketing technology platforms
ASSUMPTION: While not explicitly stated, a background in financial services or familiarity with the industry would be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $60,188 - $100,313/year
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 estimate based on industry standards for a Marketing Consultant role with 2-5 years of experience in the financial services industry.
📌 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
Company Website: https://www.lpl.com/
ASSUMPTION: LPL Financial is a well-established company in the financial services industry, offering a wide range of services and support to financial advisors and institutions.
📊 Role Analysis
Career Level: Mid-level
Reporting Structure: Reports directly to the Business Strategy and Innovation (BSI) team
Work Arrangement: On-site (Fort Mill/Charlotte, San Diego)
Growth Opportunities:
- Potential career progression within the Marketing department or the broader organization
- Opportunities to work on special projects and gain exposure to different aspects of the business
- Chance to develop expertise in financial services marketing and build a strong professional network
ASSUMPTION: This role offers opportunities for professional growth and development within a large, established organization.
🌍 Location & Work Environment
Office Type: Corporate office environment
Office Location(s): Fort Mill/Charlotte, San Diego
Geographic Context:
- Fort Mill/Charlotte: Located in the Carolinas, this region offers a mix of urban and suburban living with a lower cost of living compared to other major metropolitan areas.
- San Diego: Known for its mild climate, beaches, and vibrant culture, San Diego is a popular destination for both work and leisure.
Work Schedule: Full-time, 40 hours per week, with flexibility for remote work as needed
ASSUMPTION: The work environment for this role is primarily on-site, with the option for remote work as needed. The location options offer a mix of urban and suburban living with access to cultural and recreational activities.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or virtual interview with the Marketing team
- Final interview with the BSI team lead
Key Assessment Areas:
- Marketing expertise and industry knowledge
- Communication and presentation skills
- Problem-solving abilities
- Cultural fit and alignment with LPL's values
Application Tips:
- Highlight relevant marketing experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of LPL's business and how your skills align with the role's requirements
- Prepare for behavioral interview questions that focus on your problem-solving skills and ability to work collaboratively
ATS Keywords: Marketing Consultant, Marketing Specialist, Financial Services, Digital Marketing, Social Media, Client Relationships, Strategic Planning, Presentation Skills, Marketing Education, Marketing Tools
ASSUMPTION: The application process for this role is typical for a corporate environment, with a focus on assessing marketing expertise, communication skills, and cultural fit.
🛠️ Tools & Technologies
- Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
- Marketing automation and CRM platforms (e.g., Marketo, Salesforce)
- Social media management tools (e.g., Hootsuite, Buffer)
- Project management tools (e.g., Asana, Trello)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite and familiarity with marketing automation, CRM, social media management, and project management tools.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Putting clients first
- Collaboration
- Innovation
- Accountability
Work Style:
- Collaborative and team-oriented
- Results-driven and proactive
- Adaptable and open to change
- Strong communication and presentation skills
Self-Assessment Questions:
- Do you have a strong understanding of marketing best practices, particularly in the financial services industry?
- Are you comfortable working in a fast-paced, collaborative environment and managing multiple client interactions?
- Do you have excellent communication and presentation skills, with the ability to tailor your message to different audiences?
ASSUMPTION: LPL Financial values employees who are collaborative, results-driven, and adaptable, with strong communication and presentation skills.
⚠️ Potential Challenges
- Managing multiple client interactions and projects simultaneously
- Keeping up with industry trends and best practices in marketing and financial services
- Working in a fast-paced, ever-changing environment
- Balancing strategic thinking with tactical execution
ASSUMPTION: This role requires strong organizational skills, the ability to manage multiple priorities, and adaptability in a fast-paced environment.
📈 Similar Roles Comparison
- This role is unique in its focus on providing marketing support and guidance to financial advisors and institutions within a large, established financial services firm.
- Compared to other marketing roles, this position requires a strong understanding of the financial services industry and the ability to work effectively with financial advisors and institutions.
- Career progression in this role may lead to opportunities in marketing management, strategic planning, or other related fields within the financial services industry.
ASSUMPTION: This role offers a unique opportunity to gain experience in financial services marketing and develop a strong professional network within the industry.
📝 Sample Projects
- Developing and delivering a webinar series on digital marketing best practices for financial advisors
- Creating a comprehensive guide to LPL's marketing tools and resources for advisors and institutions
- Collaborating with the BSI team to enhance the client experience and improve marketing support services
ASSUMPTION: These sample projects demonstrate the strategic and tactical aspects of the Marketing Consultant role, focusing on education, client support, and process improvement.
❓ Key Questions to Ask During Interview
- What are the most pressing marketing challenges facing financial advisors and institutions today, and how does this role address them?
- How does this role collaborate with other departments and teams within LPL to enhance the client experience?
- What opportunities are there for professional growth and development within this role and the broader organization?
- How does LPL support work-life balance for its employees, particularly in this role?
- What are the key performance indicators for this role, and how are they measured and tracked?
ASSUMPTION: These interview questions focus on understanding the role's priorities, collaboration opportunities, growth potential, work-life balance, and performance metrics.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant marketing experience and achievements
- Write a cover letter that demonstrates your understanding of LPL's business and how your skills align with the role's requirements
- Prepare for behavioral interview questions that focus on your problem-solving skills and ability to work collaboratively
- Follow up with the hiring manager one week after submitting your application to express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
