AVP, Practice Management Consultant
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California • South Carolina • United States
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Salary
💰 $113,900 - $189,800 per year
Job Level
About the role
- Drive greater adoption of LPL Advisory platforms
- Partner directly with various LPL Client Success Managers (CSM)
- Consult with advisors to segment their client base and identify opportunities for growth
- Increase adoption and implementation of supporting tools and resources
- Spend 25% of your time in the field interacting with clients
- Conduct 16-20 meetings per week
- Present at regional and national conferences
- Partner with other LPL business units and sponsor firms for educational resources
Requirements
- 7+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
- FINRA Series 7 and 66 (or both 63 and 65)
- Exceptional communication skills including virtual and live presentation skills
- Demonstrated sales success
- Extensive Financial Services experience
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communication skillspresentation skillssales success
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65