Marketing Consultant

San Diego, CA (On-site)

$62K/yr – $103K/yrMid Level2+ years expFull time

Posted 8 days ago

Job Summary

Own and grow strategic marketing support for assigned enterprises and their advisors, delivering tailored consulting, training, and ongoing optimization across digital channels.

  • Lead one-on-one consulting, webinars, and in-person events
  • Develop customized marketing strategies and editorial calendars
  • Measure ROI and KPIs and report results

Job Description

Responsibilities

  • This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.
  • Proactively reach out to advisors within assigned enterprises
  • Offer one-on-one consulting with advisors and teams, providing tailored recommendations and expert marketing advice
  • Present marketing best practices on a variety of topics via dedicated webinars and at in-person events
  • Stay up-to-date on marketing trends and tactics
  • Collect, share, and take action on advisor feedback as needed
  • Analyze, interpret, and report on key business results
  • Maintain comprehensive knowledge of tools and resources available to support advisors, including both internal solutions and third party vendors
  • Assist advisors with navigating the many resources available to them through their affiliation with LPL
  • Drive awareness and adoption of LPL Business Solutions options, including Marketing Solutions for additional hands-on support

Requirements

  • 2+ years hands-on marketing experience
  • Knowledge of digital marketing and social media best practices
  • Microsoft Office (Outlook, Excel, PowerPoint, and Word), Box, and SmartSheet required

Preferred

  • Bachelor's degree in Marketing, English, Communication, Journalism or a related field
  • Solid knowledge of CRM, inbound marketing tools, and web management
  • Experience in financial services preferred
  • Experience working with marketing technology platforms a plus

Benefits

  • 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.
LPL Financial logo

LPL Financial

3.6 Glassdoor

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 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

Founded in 1989
San Diego, California, USA
14K employees (392 in marketing)
59% recommend to a friend
76% CEO approval

Salaries

Posted range

$62K/yr – $103K/yr

Taken straight from the job posting.

See all LPL Financial salaries

Funding

Total Funding
$2.5B
Last Raise
$1.5B
Post IPO Equity, 12 months ago

Funding History

  • Mar 2025
    Post IPO Equity • $1.5B
  • Jun 2024
    Post IPO Debt • $1B

Traffic Signals

Monthly Visitors
4.5M
Monthly Google Ads Budget
$691.9K
Traffic Source Mix
Search
12.3%
Direct
79%
Referral
8%
Social
0.1%
Paid
0.6%

Headcount Trend

Current headcount: ~14.3K

Recent News

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Marketing Consultant

LPL Financial · San Diego, CA · On-site