VP, Advisory Consulting (Fort Mill)
$163.15k - $271.92kLPL Financial
Where Ambition Meets InnovationBuild 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.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.In this role, you will serve as a trusted partner to advisors, helping them grow and scale their businesses by effectively leveraging LPL’s advisory products, platforms, and resources. You will also lead and develop a high-performing POD, providing mentorship, coaching, and strategic direction to AVPs and internal partners.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 progressionDrive increased adoption of LPL Advisory platforms, including new business capture and brokerage-to-advisory conversionsPartner closely with Client Success Managers (CSMs) to develop and execute strategic business plans for LPL’s largest and most complex officesConsult with advisors to segment client bases, identify growth opportunities, and implement scalable advisory strategiesIncrease adoption and effective utilization of tools and resources that support a well-run, growth-oriented advisory practiceMaintain deep knowledge of LPL’s full suite of services and act as a referral source to internal business partnersSpend approximately 50% of time in the field, traveling within the assigned central territory (3–4 days every other week) to engage directly with advisorsConduct 16–20 advisor meetings per week, both in-person and virtualPresent at lunch-and-learns, workshops, and regional and national conferencesPartner with LPL business units and sponsor firms to deliver value-added education through workshops focused on practice management, business development, and investment-related topicsWork 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 recruiterActive FINRA Series 7 and 66 (or both Series 63 and 65)Core Competencies:Communication skills, including virtual and live presentation capabilitiesDemonstrated sales and growth leadership successProven people-leadership and coaching skillsFinancial services and advisory platform knowledgePreferred Qualifications:CFP, CFA, CIMA, or CWS designationPay Range: $163,152.00 - $271,920.00Actual 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 LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit .Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at View phone number on apply.placed-app.com.EAC 5.19.26SummaryLocation: Remote Florida; Remote Georgia; Charlotte, NC; Fort Mill, SCType: Full time
$126.59k - $210.94k
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