Advisor Learning and Development Consultant-2
Job Overview
The Client Empowerment Advisor Learning and Development training role delivers live customized training internal (LPL employees) and external (Advisors and Support Staff). This is accomplished via multiple delivery methods and executing content in an engaged, meaningful, and effective way that adds value to our clients and is resource and cost effective for LPL Financial.
Essential Functions
- Contribute to retaining and growing Advisor Practices and Institutions by providing education on LPL Financial technology and back-office processing in a way that resonates with clients and drives efficiency gains in their daily operations and back-office management.
- Create and deliver personalized learning journey.
- Build knowledge of competitors and 3rd party tools and be able to consult with clients effectively on those topics.
- Create and deliver impactful training. This includes content, presentations, and delivery techniques.
- Successfully conduct one-on-one client consulting over the phone and in-person, virtual webinar training for up to 200 + participants, hands-on in-person classroom training for 10-200+, and class assistant for employees, advisors, and staff.
- Maintain all reporting and metric requirements using Smartsheet and other assigned procedures.
Requirements
- Bachelor of Science, preferred focus in Finance, Business, or Communications
- Preferred 3 to 5 years in client facing Financial Services role
- 1+ year of experience with third-party Advisor Technology
- Microsoft Suite experience
- LPL Advisor Technology
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.