Associate Regional Investment Director

Job not on LinkedIn

🔥 2 minutes ago

🦌 Connecticut, New Jersey, +4 more states – Remote

🦌 Connecticut – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote

💵 $108.4k - $180.6k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Support the execution of program goals and management objectives, focusing on Financial Planning, Managed Money, and Insurance business growth • Partner with the Regional Investment Director to drive AUM growth, productivity, and advisor headcount • Coach and develop Financial Advisors to enhance sales effectiveness, deepen client relationships, and improve adoption of core solutions • Reinforce consistent use of financial planning and advisory tools and promote holistic client engagement • Assist in managing relationships with bank and credit union partners • Identify advisor opportunities through performance data and field observation and implement targeted actions • Support recruiting, attraction, and onboarding of Financial Advisors • Serve as a day-to-day resource for advisors, resolving challenges and escalating complex issues • Reinforce regulatory requirements and program policies to maintain a strong risk and compliance culture • Contribute to team accountability, collaboration, and continuous improvement • Support change management as advisors navigate evolving initiatives, tools, and expectations

🎯 Requirements

• Bachelor's Degree (concentrations in: Finance, Economics, Marketing or other business related fields) • 5+ years of experience in the Financial Services sector: Wholesaling, Financial Consultant, Coaching/Development – with at least 2 of these years in a Financial Services leadership role • 5+ years of experience utilizing MS-Word, MS-PowerPoint, MS-Outlook, MS-Excel • Must be able to travel up to 50% in support of program priorities • FINRA Series 9 & 10 or Series 24 preferred • Series 7, 63 and 65 or 66 and Life & Health Insurance License preferred • MBA/CFP/CFA/CIMA preferred • Demonstrated ability to influence and coach advisors to drive adoption, growth, and improved performance • Strong partnership orientation, with the ability to collaborate effectively with internal stakeholders and retail bank partners • Working knowledge of wealth management concepts, including advisory platforms, financial planning, and insurance solutions • Effective communicator with strong presentation and interpersonal skills • Ability to operate with a high degree of accountability, organization, and adaptability in a dynamic environment

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package

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