Join LPL’s Independent Advisor Institute program and receive foundational training to become an independent financial advisor.
If you’re looking for a high-growth career in a fast-paced, evolving field, a career in financial advice may be right for you. As an advisor, you’ll form strong relationships, serve as a community leader, and help others make their financial dreams a reality.
The LPL Independent Advisor Institute (IAI) offers a path to begin this fulfilling career.
The program will pair you with a successful, established LPL financial advisor in your community who will help prepare you for a productive future. You’ll spend the first year serving as an employee of LPL Financial—the nation’s largest independent broker/dealer*—and as a member of your managing advisor’s local practice.
There, you’ll receive a unique blend of valuable on-the-job training and distance learning to help you develop the skills needed for success and lay the groundwork for long-term growth.
In addition to your managing advisor, you’ll have access to a wide variety of leading professionals within the industry and LPL ecosystem, such as:
All these individuals will support you as you complete the IAI curriculum, obtain your Series 7 and 66 licenses, and become an established advisor. Along with the coursework, you’ll attend conferences and learning sessions at LPL’s Home Office with other new-to-the-industry advisors, just like you. Throughout the program, you’ll build industry acumen and hone the skills to help you connect with clients and build long-term relationships.
At the end of the year, you’ll officially join your managing advisor’s practice as you continue to develop and grow a broader set of client relationships. As alumni of the Independent Advisor Institute, you’ll continue to have access to leading support from LPL to provide independent financial advice.
If this sounds like the right fit for you, view our open Independent Advisor Institute positions today.
What does it mean to be a financial advisor? How will I build my network? When can I take on clients? Find answers to these questions and more with our FAQs.
*Based on total revenues, Financial Planning magazine, 1996 – 2017