Learning & Development 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 Learning and Development Consultant facilitates structured learning experiences that build job-critical skills and support consistent performance outcomes for business professionals. This role applies adult learning principles to instructor-led, virtual, and applied learning environments, partnering with instructional designers, subject matter experts, and business leaders to ensure learning objectives translate into on-the-job capability. The Learning and Development Consultant is expected to deliver content with purpose and discipline, using engagement strategically to reinforce understanding, practice skills, and support knowledge retention.

Responsibilities:

• Facilitate instructor-led, virtual, and blended learning sessions aligned to defined learning objectives and performance standards.

• Deliver new hire onboarding programs and ongoing learning initiatives that support role readiness and skill progression.

• Apply adult learning principles to support understanding, practice, and skill transfer in an operational environment.

• Lead structured skill practice, role-play, and application activities aligned to job expectations.

• Provide targeted feedback and reinforcement based on observed learner performance and established criteria.

• Collaborate with instructional designers to share learner insights and contribute to continuous improvement of learning delivery.

• Consult and partner with business leaders and subject matter experts to ensure curriculum reflects current processes, systems, and expectations.

• Review learner performance indicators (assessments, observations, post-training outcomes) and adjust facilitation approaches to support learning effectiveness.

• Maintain readiness on content, systems, and business updates to ensure learning experiences remain accurate and relevant.

• Foster a professional, inclusive learning environment that supports participation, accountability, and growth.

• Applies AI-enabled tools and technologies, as appropriate, to enhance facilitation effectiveness, support learner engagement, and enable continuous improvement of learning delivery.

• Adapts to evolving business needs by taking on additional responsibilities as assigned.

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:

• Bachelor’s degree in Education, Training, Communication, Business, or a related field, or equivalent professional experience.

• At least 2 years of experience facilitating structured learning experiences for adult learners, including instructor-led or virtual delivery.

• Experience delivering learning as a primary responsibility, not solely as an occasional or supplemental activity.

Core Competencies:

• Learning Facilitation: Ability to deliver structured learning experiences aligned to learning objectives and performance outcomes.

• Adult Learning Application: Demonstrated understanding of adult learning principles and how to apply them to skill development and knowledge retention.

• Coaching & Feedback: Ability to observe learner performance, facilitate practice, and provide constructive feedback aligned to defined standards.

• Facilitation Discipline: Ability to follow curriculum intent, manage time effectively, and balance instruction, discussion, and application.

• Adaptability: Adjusts facilitation strategies based on learner readiness, role expectations, and real-time observation.

• Communication & Active Listening: Communicates concepts clearly, checks for understanding, and encourages purposeful learner interaction.

• Collaboration & Partnership: Works effectively with instructional designers, subject matter experts, and business stakeholders to support learning objectives.

• Technical Proficiency: Comfortable facilitating in virtual environments (Webex, MS Teams) and navigating Learning Management Systems.

Preferences:

• 3+ years of experience in learning facilitation, training delivery, or learning and development.

• Experience supporting call center, service, or operational environments.

• Exposure to financial services, regulatory, or compliance based training.

• Training or facilitation certifications (ATD, CPTM, or similar) are a plus.

• FINRA Licensing (SIE, Series 7, or similar) are a plus.

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Pay Range:

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(6) , 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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