AVP, Business Consultant

🔥 14 minutes ago

🏖️ New Jersey, New York – Remote

🏖️ New Jersey – Remote 🗽 New York – Remote

💵 $114.3k - $190.6k / year

⏰ Full Time

🔴 Lead

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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