Internal Advisory Consultant (Financial Services)

Location: Fort Mill/Charlotte, United States; in-office presence required twice per week

Salary: $67,671–$112,785 per year

Company

hirify.global is a wealth management firm providing financial advisors and institutions with investment solutions, advisor affiliation models, fintech tools, and practice management services.

What you will do

• Drive adoption of LPL's fee-based advisory platforms and support brokerage-to-advisory conversions.
• Educate financial advisors on platform features, pricing, competitive comparisons, research recommendations, tools, and technology.
• Provide case consultations, point-of-sale support, and practice analysis.
• Consult with advisors on client segmentation and identify practice-growth opportunities.
• Promote tools and resources for well-run advisory practices and refer advisors to relevant business units.
• Conduct at least 20 meaningful advisor engagements per week and maintain an opportunity pipeline in Salesforce.

Requirements

• Bachelor's degree.
• 3+ years of experience in the financial services industry preferred.
• FINRA Series 7 and 66, or Series 63 and 65, required.
• Ability to use independent judgment, make decisions, and solve complex problems.
• Ability to present to and influence clients and senior stakeholders with a professional, confident executive presence.
• Ability to work in the Fort Mill/Charlotte area with in-office attendance twice per week.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences.
• Opportunities for professional growth, creativity, and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Supportive environment designed to help employees succeed at work, at home, and in their personal lives.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are never asked for payment or bank or credit card information.