LPL Financial · 21 hours ago

VP, Advisory Consultant

Remote Illinois

Full-time

Remote

Mid, Senior Level

$158K/yr - $264K/yr

5+ years exp

Maximize your interview chances

FinanceFinancial Services

Insider Connection @LPL Financial

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Increase advisory sales across a broad based territory comprised of LPL advisors within multiple channels (IAR, RIA).

Meet sales objectives for the assigned territory.

Travel within the assigned territory a potential minimum of 2 days per week.

Hold a minimum of 16 meetings per week with advisors, sponsors, and recruits.

Leverage sponsor partners in the field to bring value added education to advisors in the form of small group workshops on topics ranging from practice management, business development, and investment related themes.

Represent the outlook and themes of LPL Research in the field.

Partner with internal LPL business units such as Business Consulting and Business Development.

Manage a territory travel and entertainment budget

Work with internal partners (dedicated internal advisory consultant and internal product specialist) to develop strategies that will lead to increased advisory sales for advisors.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ServicesWholesalingFinancial AdvisorRecruitingFINRA Series 7FINRA Series 63FINRA Series 65CFPCFACIMAMicrosoft OfficeSalesforce CRMEconomicsMarketingBusiness related field