About this role
Internal Advisory Consultant at Lplfinancial. Location: Fort Mill or Charlotte. Role: driving adoption, consulting advisors, creating pipeline Requirements: Bachelor's degree, FINRA Series 7 and 66 (or 63 and 65) required, 3+ years in financial services preferred, strong presentation and consultative skills. Category: Finance Seniority: Mid Level Tools: Salesforce Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English