Consultant Jobs at LPL Financial with Visa Sponsorship
Consultant jobs at LPL Financial sit at the intersection of financial services strategy and client-facing advisory work. LPL has an established track record of sponsoring work visas for qualified Consultants, making it a realistic target for international candidates with backgrounds in investment management, financial planning, or wealth management operations.
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Get Access To All JobsINTRODUCTION
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
LPL’s Liquidity & Succession is looking for an experienced Senior Marketing Consultant who is confident in being client-facing and is flexible in an ever-changing environment. We value team players who can also think independently and enjoy autonomy. The ideal candidate has strong experience in digital marketing as well as traditional marketing tactics. In this position, you will be in an agency-style setting where you will be acting as the Senior Marketing Consultant (partner) for several high-profile financial advisor brands. You will combine your knowledge of marketing strategy and account management with digital and traditional marketing best practices to include website, blogging, email, and social media campaigns, as well as print, mail, and events to create and execute the marketing strategy for the advisor practices.
Responsibilities:
- The Senior Marketing Consultant (SMC)'s primary role is to be the marketing relationship manager and the advisor firm's marketing strategist. SMCs are client-facing project managers and task executors. They are responsible for all communications, including hosting bi-weekly advisor calls.
- Curate and implement digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor's overarching goals.
- Create traditional advertisements such as print, billboard, and radio, negotiating rates with publication companies.
- Implement prospect engagement, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.
- Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.
- Learn and produce each advisor’s marketing plan based on advisor preferences, working with LPL’s current tools to integrate the overarching plan.
- Schedule and host regular weekly or bi-weekly discussions with the advisors.
- Work with internal and external parties to maintain the advisor’s brand (logo, design treatment, etc.), website, and blog.
- Collaborate with the advisor’s office staff to ensure cohesive messaging and communications while providing coaching with events and seminars.
- Collaborate with compliance to ensure content, brand, and messaging comply with SEC, LPL policy, and FINRA rules.
- Collaborate with fellow marketing consultants to provide feedback and program enhancements from the advisors and deliver the best results for your advisor brands.
- Some travel may be possible, but less than 10%.
REQUIREMENTS
- 5-7+ years experience in traditional and digital marketing
- Understanding of e-commerce, social media advertising, PPC, SEO, SEM & AEO
- Knowledge of CRM, inbound marketing tools, and web management
- Understanding of offset and digital print
CORE COMPETENCIES:
- Excellent written and verbal communication skills
- Excellent project management and organizational skills
PREFERENCES:
- Bachelor’s degree in marketing, communication, or related field
- Experience in event planning and webinars is a plus
- Working knowledge of web design principles, best practices, and content management platforms
- Ability to develop and execute sales and marketing strategies
- Understanding of digital marketing tools like Google Analytics, Google Ads, & AdvisorStream
- Financial services experience is a plus
PAY RANGE:
$76,838.00 - $128,132.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
INFORMATION ON INTERVIEWS:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
INTRODUCTION
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
LPL’s Liquidity & Succession is looking for an experienced Senior Marketing Consultant who is confident in being client-facing and is flexible in an ever-changing environment. We value team players who can also think independently and enjoy autonomy. The ideal candidate has strong experience in digital marketing as well as traditional marketing tactics. In this position, you will be in an agency-style setting where you will be acting as the Senior Marketing Consultant (partner) for several high-profile financial advisor brands. You will combine your knowledge of marketing strategy and account management with digital and traditional marketing best practices to include website, blogging, email, and social media campaigns, as well as print, mail, and events to create and execute the marketing strategy for the advisor practices.
Responsibilities:
- The Senior Marketing Consultant (SMC)'s primary role is to be the marketing relationship manager and the advisor firm's marketing strategist. SMCs are client-facing project managers and task executors. They are responsible for all communications, including hosting bi-weekly advisor calls.
- Curate and implement digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor's overarching goals.
- Create traditional advertisements such as print, billboard, and radio, negotiating rates with publication companies.
- Implement prospect engagement, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.
- Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.
- Learn and produce each advisor’s marketing plan based on advisor preferences, working with LPL’s current tools to integrate the overarching plan.
- Schedule and host regular weekly or bi-weekly discussions with the advisors.
- Work with internal and external parties to maintain the advisor’s brand (logo, design treatment, etc.), website, and blog.
- Collaborate with the advisor’s office staff to ensure cohesive messaging and communications while providing coaching with events and seminars.
- Collaborate with compliance to ensure content, brand, and messaging comply with SEC, LPL policy, and FINRA rules.
- Collaborate with fellow marketing consultants to provide feedback and program enhancements from the advisors and deliver the best results for your advisor brands.
- Some travel may be possible, but less than 10%.
REQUIREMENTS
- 5-7+ years experience in traditional and digital marketing
- Understanding of e-commerce, social media advertising, PPC, SEO, SEM & AEO
- Knowledge of CRM, inbound marketing tools, and web management
- Understanding of offset and digital print
CORE COMPETENCIES:
- Excellent written and verbal communication skills
- Excellent project management and organizational skills
PREFERENCES:
- Bachelor’s degree in marketing, communication, or related field
- Experience in event planning and webinars is a plus
- Working knowledge of web design principles, best practices, and content management platforms
- Ability to develop and execute sales and marketing strategies
- Understanding of digital marketing tools like Google Analytics, Google Ads, & AdvisorStream
- Financial services experience is a plus
PAY RANGE:
$76,838.00 - $128,132.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
INFORMATION ON INTERVIEWS:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
See all 41+ Consultant Jobs at LPL Financial
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Consultant Jobs at LPL Financial.
Get Access To All JobsTips for Finding Consultant Jobs at LPL Financial
Align your credentials to LPL's specialty occupation standard
H-1B approval for Consultant roles hinges on USCIS accepting the position as a specialty occupation. Frame your degree and experience around financial analysis, portfolio advisory, or wealth management consulting specifically, not generalist business credentials.
Target LPL's independent advisor support divisions
LPL staffs Consultants heavily in practice management and advisor-facing roles supporting its independent broker-dealer network. Positioning yourself for these divisions, rather than generic corporate consulting, sharpens your fit and puts you in front of hiring managers with active headcount.
Time your application around LPL's fiscal hiring cycles
Financial services firms like LPL typically ramp Consultant hiring in Q1 and Q3 as advisory segment budgets reset. Submitting applications in January or July gives you the best chance of landing an offer before H-1B cap season closes in March.
Confirm LPL's E-Verify enrollment before your final interview
LPL Financial participates in E-Verify, which is a requirement for employers filing H-1B petitions. Verifying this upfront means you can enter offer negotiations knowing USCIS eligibility won't stall at a procedural hurdle.
Negotiate your start date around DOL's LCA certification window
Your employer can't file the H-1B petition until the DOL certifies the Labor Condition Application, a process that typically takes seven to ten business days. Build at least three weeks of buffer into any proposed start date to avoid last-minute delays.
Use Migrate Mate to filter open Consultant roles by sponsorship history
Not every Consultant posting at LPL is tied to a team that has sponsored before. Use Migrate Mate to surface roles where sponsorship for this function has been confirmed, so you're only investing time in applications with a realistic visa pathway.
Frequently Asked Questions
Does LPL Financial sponsor H-1B visas for Consultants?
Yes, LPL Financial sponsors H-1B visas for Consultant roles. LPL has a consistent record of sponsoring work visas across its investment and advisory operations, and Consultant positions in areas like practice management, financial planning support, and advisor services have been among the functions where sponsorship occurs. Confirm the specific role's sponsorship eligibility directly with the recruiter during initial screening.
Which visa types are commonly used for Consultant roles at LPL Financial?
H-1B is the most common visa path for Consultant roles at LPL Financial, given that advisory and financial consulting positions typically meet USCIS's specialty occupation standard when tied to a specific degree field like finance, economics, or accounting. For longer-term pathways, LPL has also supported Green Card sponsorship through EB-2 and EB-3 classifications, which involve PERM labor certification filed with the DOL.
What qualifications or experience are expected for Consultant roles at LPL Financial?
LPL Financial typically expects Consultants to hold a bachelor's degree or higher in finance, business, economics, or a closely related field. For roles supporting its independent advisor network, practical experience in wealth management, financial planning, or broker-dealer operations carries significant weight. Certifications like the CFP or Series 7 licensing are commonly preferred, depending on the specific Consultant function you're targeting.
How do I apply for Consultant jobs at LPL Financial?
You can find open Consultant positions through LPL Financial's careers portal or browse roles filtered by sponsorship history on Migrate Mate, which surfaces LPL listings where visa sponsorship for this function has been established. Before applying, review the job description carefully to confirm the role aligns with your degree field, since specialty occupation fit is central to H-1B eligibility for Consultant positions.
How long does the visa sponsorship process take for a Consultant offer at LPL Financial?
After accepting a Consultant offer, LPL's legal team will file a Labor Condition Application with the DOL, which typically takes seven to ten business days. The H-1B petition is then submitted to USCIS, with standard processing taking three to six months. Premium processing, which USCIS offers for an additional fee, can return a decision in as few as 15 business days, and many financial services employers use it to meet firm start dates.