Retirement Consultant

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 Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and Non‑ERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives. 

Responsibilities: 

Acting as a trusted advisor, the Retirement Consultant proactively delivers differentiated practice‑management support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty. This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL’s independent advisor ecosystem. 

Consultative Sales & RP Program Adoption 

• Proactive execution of targeted outreach strategies designed to deliver personalized communication and deepen Advisor influence and engagement across designated territory 

• Drive the adoption of Retirement Partners’ scalable solutions that create Advisor efficiencies, as well as meet and exceed departmental NNA and AUA growth goals 

• Maintain high responsiveness, solution-oriented support through shared inboxes and direct Advisor collaboration, positioning RP as a high‑value enterprise resource. 

 Advisor Engagement & Practice Management 

• Daily proactive delivery of consultative guidance to help Advisors build, scale, and optimize their retirement plan business models driving measurable business growth. 

• Development and execution of targeted campaigns to identify acquisition opportunities and increase Advisor competitiveness in the qualified plan marketplace. 

• Manage Advisor relationships and pipeline activities with accuracy and discipline through Salesforce CRM, ensuring transparency and alignment with leadership expectations. 

• Provide strategic insights to Advisors around pricing, fiduciary roles, plan benchmarking, service models, and best‑in‑class participant outcomes. 

Client Loyalty, Retention & Satisfaction 

• Align Retirement Partners’ capabilities with Advisor service models to enhance client satisfaction, expand wallet share, and strengthen retention outcomes. 

• Promote scalable strategies that improve participant experiences, reinforce plan sponsor confidence, and increase Advisor Net Promoter performance. 

• Anticipate Advisor needs by monitoring engagement trends, identifying service gaps, and delivering proactive, high‑touch support. 

Advisor Training & Education 

• Partner with internal stakeholders and strategic providers to deliver compelling educational experiences that elevate Advisor competency and drive platform utilization. 

• Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences. 

• Act as an internal liaison across Product, Compliance, and Service teams to resolve Advisor challenges and ensure seamless delivery of solutions. 

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: 

• Highly collaborative with proven success record of consultative sales and deep understanding of fiduciary responsibilities and retirement plan governance 

• Minimum 5 years of retirement industry experience, 3 years within a B/D, RIA, TPA, or record-keeping environment 

• High proficiency with use of A.I., PowerPoint design and presentation skills 

• Strong familiarity with plan design consulting, investment due diligence, industry knowledge and best practices 

• Bachelor’s degree: retirement designations preferred (AIF®, CPFA®, CRPS®, QKA®) 

Core Competencies:

• Deep technical knowledge of ERISA, fiduciary standards, and qualified plan structures 401k, 403b, 457b, Cash balance/ Defined benefit plans, etc. 

• Ability to manage competing priorities in a fast‑paced environment 

• Highly disciplined, solution oriented, organized, and self‑directed in achieving required NNA, Advisor and department growth goals 

• Collaborative with leadership‑caliber communication skills 

• Expertise with Microsoft Office Suite, Salesforce CRM, and virtual engagement platforms (WebEx, Teams, Zoom).