AVP, Practice Mgt Consultant

Do you have at least 7 years of consultative sales success in the financial services industry and your FINRA Series 7 and 66 (or both 63 and 65) licenses?

Are you: (1) passionate about helping financial advisors better meet the wealth and investment needs of their clients, and (2) an expert with analyzing data to help you do so? Are you interested in joining a team that is laser-focused on driving your own personal growth and that of our clientele? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Advisory Consultant (AC) operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the USA, you will make significant contributions to the firm and its clients. You will help Institution advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for Institution advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.

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

• As an Advisory Consultant, you will 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

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, able to prioritize time and resources, and are able to execute in a way that encourages creativity and continuous improvement.

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:

• Exceptional communication skills including virtual and live presentation skills

• Demonstrated sales success

• Extensive Financial Services experience

Preferences:

• CFP, CFA, CIMA, or CWS

 

Pay Range:

$100,500-$167,500/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 Holding