LPL Financial

Business Consultant

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: California • North Dakota • United States

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Salary

💰 $110,200 - $183,700 per year

About the role

  • Organize and execute assigned business projects on behalf of clients according to client’s requirements and recommendations
  • Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation
  • Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.)
  • Analyze and interpret data to identify areas of improvement
  • Formulate recommendations and solutions and present to clients
  • Partner with the clients to implementing plans and resolve any issues
  • Work directly with Financial Advisors and their teams in a consulting and coaching capacity
  • Centralized point of contact for advisor questions, issues, and/or advice
  • Help advisors navigate products and services available
  • Keep advisors informed of any LPL, Financial Advocates, and regulatory changes
  • Collaborate with internal teams and external partners
  • Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services
  • Create and implement the firm’s productivity initiatives
  • Facilitate completion and implementation of advisor business plans
  • Implement Client Segmentation, value proposition/mission statement, and client service model
  • Provide succession planning advice and guidance
  • Discuss team structures and define roles
  • Deliver business valuations
  • Share advisor best practices
  • Organize and facilitate periodic advisor study groups, focus groups and regional meetings
  • Incorporate sponsors and industry experts
  • Increase advisor capabilities and promote best practices

Requirements

  • Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
  • 5+ years of experience in the financial services industry and consulting.
  • Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, E-Money).
  • Series 7, 63, 65, and/or 66 licenses
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.

Hard Skills & Tools
data analysisbusiness project managementclient assessmentrecommendation formulationbusiness model developmentsuccession planningbusiness valuationproductivity initiatives implementationclient segmentationfinancial consulting
Soft Skills
communicationcollaborationproblem-solvingcoachingorganizational skillsleadershipadvisory skillsfacilitationinterpersonal skillspresentation skills
Certifications
Bachelor's DegreeSeries 7 licenseSeries 63 licenseSeries 65 licenseSeries 66 license