AVP, Advisory Consulting

Job Overview The Advisory Consultant (AC) operates within a consultative, team-based environment focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the U.S., you will make significant contributions to the firm and its clients by helping advisors better leverage the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while 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 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. Maintain a strong knowledge of the breadth of services LPL provides and act as a referral source to other business units. 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. Qualifications 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 Communication skills including virtual and live presentation skills. Demonstrated sales success. Extensive Financial Services experience. Preferences CFP, CFA, CIMA, or CWS credentials. Pay Range $103,515.00 - $172,525.00 (actual base salary varies based on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location). Benefits Highly competitive Total Rewards package, including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO Statement Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC