LPL Financial · 1 month ago
AVP, Financial Planning Practice Management Consultant
United States
Full-time
Remote
Mid, Senior Level
$105K/yr - $175K/yr
5+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success in the financial industry. The Assistant Vice President will drive the adoption of financial planning through consultations with LPL Advisors and Enterprises, providing guidance on running profitable planning practices and leveraging planning software.
FinanceFinancial Services
Responsibilities
Consult with LPL Financial Advisors on all aspects of financial planning to increase the adoption of planning and provide practical guidance to existing planners to gain efficiencies and drive growth and plan penetration
Execute through a disciplined outreach strategy via a sales funnel approach with actionable next steps to increase financial planning awareness and adoption
Clearly articulate the value proposition of offering comprehensive financial planning and the pillars of support that LPL’s Financial Planning Group provides
Play a critical role in collaborating with and influencing key business partners across the wealth management organization
Provide Advisor onboarding support to our LPL Financial internal business partners; Being prepared and professional with Advisor engagements through the home office visit process; timely follow-up with advisor and internal business partners’ specific requests
Qualification
Required
5+ years of experience in personal financial counseling within a professional services and/or a financial planning environment
5+ years in a related sales or consulting function
Licenses/Certifications Required: CFP required
Ability to effectively communicate with Advisors in person and via the phone, excellent interpersonal and organizational skills
Must have strong knowledge of financial planning software. eMoney knowledge is a must
Strong presentation and communication skills
Broad exposure to financial planning
Preferred
Software/Systems Skills Preferred: Outlook, Excel, Word, Salesforce
Securities licenses 7, 63, 65, 66 are strongly preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase