AVP, Advisory Consultant

LPL Financial•Charlotte, SC

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Do you have at least 7 years of consultative sales success in the financial services industry and your FINRA Series 7 and 66 (or both 63 and 65) licenses? Are you: (1) passionate about helping financial advisors better meet the wealth and investment needs of their clients, and (2) an expert with analyzing data to help you do so? Are you interested in joining a team that is laser-focused on driving your own personal growth and that of our clientele? If so, LPL Financial is the place for you! Job Overview: The Advisory Consultant (AC) operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the USA, you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.

Requirements

7+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
FINRA Series 7 and 66 (or both 63 and 65)
Exceptional communication skills including virtual and live presentation skills
Demonstrated sales success
Extensive Financial Services experience

Nice To Haves

CFP, CFA, CIMA, or CWS

Responsibilities

Drive greater adoption of LPL Advisory platforms as a percentage of advisors overall new business and through brokerage to advisory conversions
Partner directly with various LPL Client Success Managers (CSM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the largest independent offices
Consult with advisors to segment their client base and identify opportunities for growth
Increase adoption and implementation of the tools and resources supporting a well-run advisory practice
Have a strong knowledge of the breadth of services LPL provides and be a referral source to other business units
As an Advisory Consultant, you will spend 40% of your time in the field interacting with clients, traveling within the assigned territory a minimum of 3-4 days every other week
Conduct 16-20 meetings per week
Present at regional and national conferences
Partner with other LPL business units and sponsor firms to bring value-added education resources to advisors in the form of small group workshops on topics ranging from practice management, business development and investment related themes