AVP, Advisory Consultant

LPL Financial

Fort Mill, SC

Full Time

Senior

101k-168k

4 days ago

Job Description

About the Role

The AVP, Advisory Consultant 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 USA, you will help advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients. The role involves making significant contributions to the firm and its clients by supporting the adoption of advisory platforms and providing education and strategic guidance.

Key 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 strategic business plans to drive growth at large independent offices.
Consult with advisors to segment their client base and identify opportunities for growth.
Increase adoption and implementation of tools and resources supporting a well-run advisory practice.
Have 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 through small group workshops on topics such as 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 Series 7 and 66 (or both 63 and 65) licenses.
Exceptional communication skills including virtual and live presentation skills.
Demonstrated sales success.
Extensive Financial Services experience.

Nice to Have

CFP, CFA, CIMA, or CWS certifications.

Qualifications

Educational background or certifications are not explicitly specified beyond professional licenses and experience.

Benefits & Perks

Salary range of $100,500-$167,500/year, with actual base salary varying based on relevant skills, experience, education, and location.
LPL Total Rewards package including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Working at LPL Financial

LPL Financial fosters an innovative environment that encourages creativity and growth, with a supportive leadership team. The company emphasizes limitless career potential, a unified mission to support advisors and clients, impactful work, commitment to workplace equality, community involvement, and a comprehensive benefits and rewards package. LPL values diversity, community engagement, and creating a positive, collaborative workplace where employees can make a meaningful impact.

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