ZipRecruiter

Log In

1

Trading Consultant Jobs (NOW HIRING)

LPL Financial

Trading Consultant

Fort Mill, SC · On-site

$31.84 - $53.04/hr

Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality ...

LPL Financial

Trading Consultant

Fort Mill, SC · On-site +1

$31.84 - $53.04/hr

Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality ...

LPL Financial

Trading Consultant

San Diego, CA · On-site +1

$31.84 - $53.04/hr

Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality ...

LPL Financial LLC

Trading Consultant

Fort Mill, SC · On-site

$250/hr

Job Overview Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an ...

LPL Financial LLC

Trading Consultant

Charlotte, NC · On-site

$250/hr

Job Overview Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an ...

LPL Financial

Trading Consultant

Tempe, AZ · On-site +1

$31.84 - $53.04/hr

Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality ...

LPL Financial LLC

Senior Trading Consultant

Fort Mill, SC · On-site

$100 - $125/hr

Job Overview Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors ...

LPL Financial

Senior Trading Consultant

Fort Mill, SC · On-site

$76K - $126K/yr

Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors while helping ...

LPL Financial

Senior Trading Consultant

Fort Mill, SC · On-site +1

$76K - $126K/yr

Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors while helping ...

LPL Financial LLC

Senior Trading Consultant

Charlotte, NC · On-site

$100 - $125/hr

Job Overview Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors ...

LPL Financial

Senior Trading Consultant

San Diego, CA · On-site +1

$76K - $126K/yr

Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors while helping ...

LPL Financial

Senior Trading Consultant

Tempe, AZ · On-site +1

$76K - $126K/yr

Joining our team as a Senior Consultant on the Rebalancing and Model Management Trading Support Desk will allow you to provide advanced trading and system support to financial advisors while helping ...

RH

Trade Consultant

Richmond, VA · On-site

RH is seeking a Trade Consultant with an entrepreneurial spirit and passion for building a thriving trade business. This role is expected to deliver first-class service to our client and our teams ...

Rh Wine Vault

Trade Consultant

Mclean, VA · On-site

$60 - $80/hr

RH is seeking a Trade Consultant with an entrepreneurial spirit and passion for building a thriving trade business. This role is expected to deliver first-class service to our client and our teams ...

Restoration Hardware

Trade Consultant

Corte Madera, CA · On-site

RH is seeking a Trade Consultant with an entrepreneurial spirit and passion for building a thriving trade business. This role is expected to deliver first-class service to our client and our teams ...

RH

Trade Consultant

King Of Prussia, PA · On-site

$31 - $36/hr

RH is seeking a Trade Consultant with an entrepreneurial spirit and passion for building a thriving trade business. This role is expected to deliver first-class service to our client and our teams ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsBank JobsInvestment Banker JobsTrading Consultant Jobs

Trading Consultant information

See salary details

$10

$41

$87

How much do trading consultant jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for trading consultant in the United States is $41.55, according to ZipRecruiter salary data. Most workers in this role earn between $29.33 and $49.52 per hour, depending on experience, location, and employer.

What is a trading consultant?

A Trading Consultant is a professional who provides advice and expertise to clients on trading strategies, market analysis, and risk management. They typically work with financial institutions, investment firms, or individual investors to help improve trading performance and decision-making. Trading Consultants utilize their knowledge of financial markets, technical tools, and economic trends to guide clients in executing trades and optimizing portfolios. Their goal is to maximize returns while managing risks associated with trading.

What are the key skills and qualifications needed to thrive as a trading consultant, and why are they important?

To thrive as a Trading Consultant, you need a strong understanding of financial markets, analytical skills, and typically a degree in finance, economics, or a related field. Familiarity with trading platforms, financial modeling software, and relevant certifications such as CFA or FINRA licenses are highly valued. Excellent communication, problem-solving abilities, and the capacity to work under pressure distinguish top performers in this role. These skills are crucial for providing informed advice, managing risk, and building client trust in fast-paced trading environments.

What are some common challenges trading consultants face when advising clients, and how can they effectively address them?

Trading Consultants often encounter challenges such as rapidly changing market conditions, diverse client risk tolerances, and the need to stay updated on complex financial instruments. To effectively address these, they must maintain strong communication with clients, provide timely and well-researched recommendations, and continuously educate themselves on market trends. Collaborating closely with research analysts and portfolio managers also helps them offer more holistic advice and manage client expectations proactively.

What is the difference between Trading Consultant vs Trading Analyst?

AspectTrading ConsultantTrading Analyst
Required CredentialsTypically a degree in finance, economics, or related field; certifications like CFA are commonSimilar credentials; often holds degrees in finance or economics, with CFA or similar certifications advantageous
Work EnvironmentAdvises clients or firms on trading strategies, often in consulting firms or financial institutionsAnalyzes market data and trading performance within financial firms or investment banks
Employer & Industry UsageUsed by consulting firms, asset managers, and financial advisory companiesCommon in investment banks, hedge funds, and trading desks

While both roles require strong financial knowledge and analytical skills, Trading Consultants focus on advising clients and developing trading strategies, whereas Trading Analysts primarily analyze market data and trading performance within organizations.

How much do trading consultants make?

Trading consultants typically earn between $60,000 and $120,000 annually, depending on experience, location, and client base. Senior or specialized consultants with certifications like CFA or Series 7 may earn higher salaries or fees. Compensation can also include performance-based bonuses or commissions based on trading success or consulting contracts.

What states have the most Trading Consultant jobs?

States with the most job openings for Trading Consultant jobs include:

What are popular job titles related to Trading Consultant jobs?

For Trading Consultant jobs, the most frequently searched job titles are:

Trading Consultant jobs near you
Infographic showing various Trading Consultant job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 70% Physical, 3% Hybrid, and 27% Remote job distribution, with an average salary of $86,430 per year, or $41.6 per hour.

Trading Consultant

Fort Mill, SC • On-site

LPL Financial
Finance and Insurance • 1 - 5K employees
Learn more about LPL Financialexternal

$31.84 - $53.04/hr

Full-time

Medical, Retirement, PTO

Posted 8 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

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:
Joining our team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial advisors by offering an extraordinary quality service experience. Our trading team's main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.
Responsibilities:
  • Provides system support and guidance to advisors regarding our systems, including model management, rebalancing functionality, and block trading tools.
  • Maintains a working knowledge of equity, option, ETF, and mutual fund products, the markets, and the market impact and execution complexities of large trades. In addition, Consultants must maintain strong knowledge of two separate trading system capabilities and rebalancing methodologies.
  • Masters all aspects of the systems to educate and consult advisors on the best way to utilize system capabilities to obtain their desired objectives using strong customer service skills.
  • Assists with 20-35 inbound calls a day.
  • Consultants are also expected to support LPL's Volume Contingency Plan by training and supporting Equity Trading and/or Mutual Fund Trading as needed.
  • Works closely with the Business Transition Partners team to showcase Enhanced Trading's capabilities to prospective LPL Financial advisors and then helps train and onboard the advisor once in the onboarding process.
  • Supports advisor-facing virtual demonstrations, educational workshops around key functionality, and partnership with Technology and agile project teams.
  • Additional responsibilities or duties may be assigned as needed or determined.

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:
  • 2-5 years of financial services experience
  • 1+ years of customer service or call center experience

Core Competencies:
  • Knowledge of mutual funds, equities, and options
  • Knowledge of trading regulations and requirements

Preferences:
  • Series 7 preferred.
  • Experience with Jira project management software and QA/UAT testing is a plus.
  • A background or experience in agile project management, public speaking, coaching, and talent development is a plus.
  • Microsoft Office skills required.
  • Experience with trading, rebalancing, model management, CRM, or financial services platforms preferred. Experience with Beta, Thomson ONE, Microsoft Dynamics, ClientWorks, CWR, or ModelHub is a plus.

#LI-PA
Pay Range:
$31.84-$53.04/hour
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(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 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.
EAC 5.19.26

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply