AVP, Advisory Consultant
$103.52k - $172.53kLPL Financial LLC
Job Overview The Advisory Consultant (AC) works in a consultative, team‑based environment focused on adding value to financial advisors and their clients. You help advisors serve their clients by leveraging LPL Advisory products and platforms, grow their business, and improve client service. Responsibilities Drive greater adoption of LPL Advisory platforms as a percentage of advisors’ new business and brokerage‑to‑advisory conversions. Partner with LPL Client Success Managers to design and implement strategic business plans for growth. Consult with advisors to segment their client base and identify opportunities for growth. Increase adoption and implementation of tools and resources that support a well‑run advisory practice. Serve as a referral source within LPL’s broader service and business units. Spend 40% of your time field‑interacting with clients, traveling 3–4 days every other week, conducting 16–20 meetings per week, and presenting at regional and national conferences. Collaborate with other LPL business units and sponsor firms to deliver value‑added education workshops on practice management, business development, and investment themes. Requirements 7+ years of experience in the financial services industry, preferably as a wholesaler, advisor, or recruiter. FINRA Series7 and66 (or both 63 and65). Exceptional communication skills, including virtual and live presentation proficiency. Documented sales success. Extensive financial services experience. Preferred credentials: CFP, CFA, CIMA, or CWS. Pay and Benefits Pay Range: $103,515.00 – $172,525.00 (base salary varies by experience, education, performance, and location). Additional benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off. Equal Opportunity Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC
$67.67k - $112.79k
...Job Overview The primary purpose of the Internal Advisory Consultant (IAC) role is to further drive adoption of LPL's fee-based platforms and help advisors achieve their growth goals within a specific territory in a team-based environment. This is achieved by proactively...SuggestedWork at office- LPL Financial LLC seeks an Advisory Consultant in Fort Mill, SC, to enhance financial advisor services and client interactions. This role involves 7+ years in financial services, where you’ll drive the adoption of advisory products and consult with advisors for growth....Suggested
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...Management Solutions (IMS) group is responsible for delivering a highly competitive set of investment solutions across LPL’s brokerage and advisory platforms. This includes the platform and product offering, advisor/client access to solutions, and promotional activities. The...Home office$97.54k - $162.53k
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$128.75k - $214.65k
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$74.98k - $125.04k
...communication skills. Ability to work independently, communicate effectively, and work well under pressure. Analytical skills and ability to consult and resolve issues related to data extraction, validation, and report generation. Ability to prioritize and multi‑task in a...$76.32k - $127.21k
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$73.74k - $122.89k
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$128.75k - $214.65k
Job Overview The Vice President, People M&A Lead is a senior People leader responsible for owning and executing LPL’s People M&A strategy and leading People integration for small and large acquisitions. This role operates as LPL’s People M&A domain owner, translating enterprise...
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