VP, Business Consultant

🔥 7 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $124.1k - $206.8k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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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

• Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations • Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation • Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.) • Analyze and interpret data to identify areas of improvement • Formulate recommendations and solutions and present to clients • Partner with the clients to implementing plans and resolve any issues • Help advisors navigate products and services available • Collaborate with internal teams and external partners • Facilitate completion and implementation of advisor business plans

🎯 Requirements

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. • 10+ years of experience in the financial services industry and consulting. • Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, Wealthbox, E-Money). • Series 7, 63, 65, and/or 66 licenses.

🏖️ Benefits

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