VP, Advisory Consultant @ LPL Financial | Jobright.ai
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VP, Advisory Consultant jobs in Remote Illinois
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LPL Financial · 18 hours ago

VP, Advisory Consultant

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FinanceFinancial Services

Insider Connection @LPL Financial

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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

Required

Bachelor's Degree (focus in: Finance, Economics, Marketing or other business related field desired)
5 + years (focus in: Financial Services, Wholesaling, Financial Advisor, Recruiting)
FINRA Series 7, 63, and 65 or 66
Ability to travel within the territory on a weekly basis.

Preferred

MBA/CFP/CFA/CIMA
Microsoft Office experience
Salesforce CRM experience will be helpful

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial is an independent broker-dealer.

Funding

Current Stage
Public Company
Total Funding
$1B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Executive Vice President & Chief Technology Officer
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Company data provided by crunchbase
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