AVP, Business Consultant

🕒 Setembro 18

🏖️ New Jersey, New York – Remoto

🏖️ New Jersey – Remote 🗽 New York – Remote

💵 $114.330 - $190.550 / ano

⏰ Tempo Integral

🔴 Especialista

💼 Consultor

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Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 17%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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LPL Financial

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em LPL Financial

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.

Descrição

• Support the Regional Branch Director in leading, managing, and coaching financial advisors/teams within the region • Support financial advisors/teams through all phases of their lifecycle, from growth through succession • Provide leadership insights and support implementation of frameworks that increase ease of doing business and promote advisor growth and satisfaction • Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction • Coach advisors/teams and execute sales strategy to drive regional growth • Strategize and execute teaming and succession planning opportunities, including identifying successors and merging teams with similar practices • Partner with the sales organization to recruit advisors by educating them on LPL Independent Advisor Network’s mission, vision, and benefits • Collaborate with consultants and internal partners to increase awareness and adoption of financial planning, advisory, and high net worth services • Help drive growth in Same Store Sales, Net New Assets, and client satisfaction scores (NPS) • Support acclimation of new advisors/teams to the LPL Independent Advisor Network • Travel frequently to Bedminster, NJ, visit branch offices, and participate in recruit meetings

🎯 Requisitos

• 5+ years of financial services experience • FINRA Series 7, 66 (or ability to obtain within 120 days) • 3+ years of experience working as a branch manager, associate complex manager or another field-based sales role • Ability to travel visiting branch offices and participating in recruit meetings • Track record for successfully bringing on and integrating recruits/new teams • Strong business acumen with a deep understanding of how advisors grow and how to support their growth • Ability to motivate advisors/teams to drive positive business outcomes • Strong interpersonal skills with the ability to balance the need to build trust/respect amongst your advisors with the need to maintain the integrity of LPL Advisor Networks • Exceptional problem-solving skills; capable of assessing complex problems, prioritizing key issues and focusing on relevant facts while maintaining a strong execution focus • Excellent communication skills, both written and oral • Executive presence with a demonstrated ability to lead change and influence at all levels • Bachelor’s Degree (preferred) • Minimum of 10 years of experience in the financial services and/or wealth management industry (preferred) • Series 9/10 or 24 (preferred)

🏖️ Benefícios

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • LPL Total Rewards package designed to support success at work, at home, and at play

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