VP, Advisory Consulting

Job Overview

The Regional Advisory Consultant (RAC) operates within a consultative, team-based environment focused on delivering measurable value to financial advisors and their clients. As a leader within LPL Financial—the largest independent broker-dealer in the U.S.—the RAC plays a critical role in driving advisor growth, platform adoption, and strategic engagement across an assigned region.

Responsibilities

• Lead a POD of AVPs and Internals to achieve regional and firm-wide growth objectives; mentor, coach, and develop team members to maximize performance and career progression
• Drive increased adoption of LPL Advisory platforms, including new business capture and brokerage-to-advisory conversions
• Partner closely with Client Success Managers (CSMs) to develop and execute strategic business plans for LPL’s largest and most complex offices
• Consult with advisors to segment client bases, identify growth opportunities, and implement scalable advisory strategies
• Increase adoption and effective utilization of tools and resources that support a well-run, growth-oriented advisory practice
• Maintain deep knowledge of LPL’s full suite of services and act as a referral source to internal business partners
• Spend approximately 50% of time in the field, traveling within the assigned central territory (3–4 days every other week) to engage directly with advisors
• Conduct 16–20 advisor meetings per week, both in-person and virtual
• Present at lunch-and-learns, workshops, and regional and national conferences
• Partner with LPL business units and sponsor firms to deliver value-added education through workshops focused on practice management, business development, and investment-related topics

Work Environment

This is a field-based role with regional travel. Have the ability to come into the home office as needed for key meetings, collaboration, and leadership initiatives is preferred.

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

• 10+ years of experience in the Financial Services industry, preferably as a wholesaler, advisor, or recruiter
• Active FINRA Series 7 and 66 (or both Series 63 and 65)
• Core Competencies: Communication skills, including virtual and live presentation capabilities; Demonstrated sales and growth leadership success; Proven people-leadership and coaching skills; Financial services and advisory platform knowledge

Preferred Qualifications

• CFP®, CFA®, CIMA®, or CWS® designation