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 JobsWhere Ambition Meets Innovation
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:
The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs).
The Senior Consultant, Client Feedback focuses on operational consistency, responsiveness, and follow‑through, ensuring feedback is acknowledged, routed, and tracked in a timely and professional manner. Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.
Responsibilities:
- Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
- Serve as a quality control checkpoint for consistent, professional client communications.
- Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
- Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
- Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
- Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
- Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
- Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
- Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
- 1+ years’ experience in the wealth management industry.
- Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.
Core Competencies:
- Ownership & Reliability: Demonstrates strong accountability and follow-through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.
- Client Focus & Execution: Delivers consistent, high-quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.
- Collaboration & Stakeholder Coordination: Works effectively across cross-functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.
- Communication Excellence: Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.
- Prioritization & Operational Discipline: Successfully manages multiple priorities in a fast-paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem-solving, and appropriate escalation of issues.
Preferences:
- Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.
- Experience with Medallia.
- Exposure to Tableau.
Pay Range:
$75,396.00 - $125,660.00
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.
Where Ambition Meets Innovation
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:
The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs).
The Senior Consultant, Client Feedback focuses on operational consistency, responsiveness, and follow‑through, ensuring feedback is acknowledged, routed, and tracked in a timely and professional manner. Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.
Responsibilities:
- Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
- Serve as a quality control checkpoint for consistent, professional client communications.
- Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
- Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
- Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
- Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
- Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
- Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
- Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
- 1+ years’ experience in the wealth management industry.
- Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.
Core Competencies:
- Ownership & Reliability: Demonstrates strong accountability and follow-through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.
- Client Focus & Execution: Delivers consistent, high-quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.
- Collaboration & Stakeholder Coordination: Works effectively across cross-functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.
- Communication Excellence: Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.
- Prioritization & Operational Discipline: Successfully manages multiple priorities in a fast-paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem-solving, and appropriate escalation of issues.
Preferences:
- Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.
- Experience with Medallia.
- Exposure to Tableau.
Pay Range:
$75,396.00 - $125,660.00
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 44+ 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.