AVP, Advisory Consulting

Job Overview

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.

Responsibilities

• Drive greater adoption of LPL Advisory platforms as a percentage of advisors overall new business and through brokerage to advisory conversions
• Partner directly with various LPL Client Success Managers (CSM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the largest independent offices
• Consult with advisors to segment their client base and identify opportunities for growth
• Increase adoption and implementation of the tools and resources supporting a well-run advisory practice
• Have a strong knowledge of the breadth of services LPL provides and be a referral source to other business units
• Spend 40% of your time in the field interacting with clients, traveling within the assigned territory a minimum of 3-4 days every other week
• Conduct 16-20 meetings per week
• Present at regional and national conferences
• Partner with other LPL business units and sponsor firms to bring value-added education resources to advisors in the form of small group workshops on topics ranging from practice management, business development and investment related themes

Requirements

• 7+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
• FINRA Series 7 and 66 (or both 63 and 65)

Core Competencies

• Communication skills including virtual and live presentation skills
• Demonstrated sales success
• Extensive Financial Services experience

Preferences

• CFP, CFA, CIMA, or CWS

Pay Range

Pay Range: $103,515.00 - $172,525.00 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.

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.