AVP, Financial Planning Practice Management Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

LPL’s Financial Planning Group is looking for a highly motivated and qualified Assistant Vice President to proactively drive the adoption of financial planning through comprehensive consultations with LPL Advisors and Enterprises over the telephone and in-person. This position can be full time remote or based in one of LPL’s home offices. This individual will be part of a planning consultant team within the Financial Planning Group responsible for providing timely, accurate and actionable guidance to LPL Financial Advisors and Enterprises on all areas of financial planning and planning practice support. Areas of focus include running a profitable planning practice, leveraging planning software, creating process efficiencies and assisting with technical financial planning questions.

Responsibilities:

• Consult with LPL Financial Advisors on all aspects of financial planning to increase the adoption of planning and provide practical guidance to existing planners to gain efficiencies and drive growth and plan penetration.

• Execute through a disciplined outreach strategy via a sales funnel approach with actionable next steps to increase financial planning awareness and adoption. 

• Clearly articulate the value proposition of offering comprehensive financial planning and the pillars of support that LPL’s Financial Planning Group provides.

• Play a critical role in collaborating with and influencing key business partners across the wealth management organization.

• Provide Advisor onboarding support to our LPL Financial internal business partners; Being prepared and professional with Advisor engagements through the home office visit process; timely follow-up with advisor and internal business partners’ specific requests.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years of experience in personal financial counseling within a professional services and/or a financial planning environment

• 5+ years in a related sales or consulting function

• Licenses/Certifications Required: CFP required

• Software/Systems Skills Preferred: Outlook, Excel, Word, Salesforce

Core Competencies:

• Ability to effectively communicate with Advisors in person and via the phone, excellent interpersonal and organizational skills

• Must have strong knowledge of financial planning software. eMoney knowledge is a must

• Strong presentation and communication skills

• Broad exposure to financial planning

Preferences:

• Securities licenses 7, 63, 65, 66 are strongly preferred

 

Pay Range:

$105,225-$175,375/year

 

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