AVP, Business Exit Solution

🔥 0 minutes ago

🌲 North Carolina, Maryland – Remote

🌲 North Carolina – Remote 🦀 Maryland – Remote

💵 $167.3k - $278.8k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 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

💸 Finance

💳 Fintech

Finance • Fintech

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

• Establish and collaborate with a community of LPL Advisors interested in offering business exit planning to build a pipeline of investment banking referrals. • Contribute to maintaining and expanding the team’s referral network of High-Net-Worth wealth adjacent service providers, including Investment Banking, Business Advisory, OTC Hedging and Monetization. • Proactive sourcing of leads through LPL advisors of qualified business owners ready for sale or scale. • Dispositioning, follow up, and follow through of qualified business planning leads. • Occasional public speaking and conveyance of advanced subject matter in small and large public speaking settings.

🎯 Requirements

• Bachelor’s degree • Minimum of 5 years’ experience in financial services or financial sales • Strong personal financial planning knowledge and an understanding of financial services products and solutions • Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines • Strong teamwork, leadership, and interpersonal skills

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off