LPL Financial · 15 hours 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 wealth management firm empowering professionals to help clients achieve their financial goals. The Assistant Vice President will drive the adoption of financial planning within affiliated institutions, collaborating with program leaders to provide consultations and educational presentations to LPL Advisors.
FinanceFinancial Services
Responsibilities
Consult with LPL Institutional Program Leaders to provide curated solutions that support the implementation and growth of financial planning across groups of LPL Financial Advisors
Advise LPL Financial Advisors on all aspects of financial planning to increase adoption, improve efficiencies, and drive growth and plan penetration
Create and deliver educational presentations to large groups of advisors on timely topics that influence financial planning activities and outcomes across the firm
Execute a disciplined outreach strategy using a sales funnel approach with actionable next steps to increase financial planning awareness and adoption
Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group
Collaborate and influence key business partners across the wealth management organization to drive alignment and success
Provide onboarding support for Advisors and Institutional partners, ensuring professionalism during home office visits and timely follow-up on advisor and internal business partner 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 and coach Advisors in person and in virtual meetings; excellent interpersonal and organizational skills
Confidence in speaking and presenting to large groups
Ability to create and deliver impactful presentations to large audiences
Strong knowledge of financial planning software; eMoney expertise is required
Exceptional presentation and communication skills
Broad exposure to financial planning concepts and practices
Preferred
Securities licenses 7, 63, 65, 66 are strongly preferred
Software/Systems Skills Preferred: Outlook, Excel, Word, Salesforce
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase