LPL Financial · 16 hours ago
Marketing Onboarding Consultant
Fort Mill/Charlotte
Full-time
Onsite
Mid Level
$62K/yr - $103K/yr
3+ years expLPL Financial is a leading wealth management firm in the U.S., and they are seeking a Marketing Onboarding Consultant to support W2 and 1099 advisors by providing branding and marketing solutions. The role involves managing multiple projects, developing branding strategies, and fostering relationships with advisors to enhance their business growth.
FinanceFinancial Services
Responsibilities
Develop and implement comprehensive branding strategies to support advisor growth through new brand development
Collaborate with advisors to understand their marketing needs and provide tailored solutions
Manage multiple projects simultaneously, prioritizing tasks and meeting deadlines
Guide the development of marketing materials, including logos, stationery suites, website content, to support advisor branding
Provide educational support and guidance to advisors on marketing best practices and industry trends
Foster strong relationships with advisors and internal stakeholders ensuring high levels of satisfaction and engagement
Qualification
Required
3+ years in marketing, project management, or a related field
Proven track record of successfully managing multiple projects and priorities
Strong understanding of marketing principles and branding strategies
Experience with graphic design and website management
Excellent written and verbal communication skills, organizational skills, and attention to detail
Excellent interpersonal skills to build strong relationships with advisors and internal stakeholders
Ability to think strategically, creatively, and to develop innovative branding and marketing solutions
Strong attention to detail, with the ability to deliver high-quality results
Preferred
Bachelor's degree in marketing, communication, business, or related fields preferred
Experience working in the financial services industry or with financial advisors
Familiarity with marketing automation platforms
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase