Vice President, Regional Branch Manager

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Logo of LPL Financial

LPL Financial

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

• Partner with advisors to create and implement business growth • Maintaining high advisor retention and satisfaction. • Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Channel. • Helping transition the new teams to LPL. • Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model.

🎯 Requirements

• 7+ years of branch experience either in a role of branch manager, branch operations/service or branch administration • Bachelor's degree • Series 7, 66, 9, and 10 • 10 years+ of financial services experience • Willingness to travel to branch offices as needed

🏖️ Benefits

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

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