LPL Financial · 18 hours ago
VP, Advisory Consultant
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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
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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
LPL Financial is an independent broker-dealer.
Funding
Current Stage
Public CompanyTotal Funding
$1B2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
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