VP, Business Consultant

LPL Financial

Business Consultant assisting financial advisors with projects and operational improvements. Collaborating with teams to deliver world-class service and increase profitability.

Posted 6/24/2026full-timeRemote • Colorado • 🇺🇸 United StatesLead💰 $124,115 - $206,824 per yearWebsite

About the role

Key responsibilities & impact

Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) 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
Help advisors navigate products and services available
Collaborate with internal teams and external partners
Facilitate completion and implementation of advisor business plans

Requirements

What you’ll need

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

Benefits

Comp & perks

401K matching
health benefits
employee stock options
volunteer time off
discretionary bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisbusiness project managementproblem assessmentrecommendation formulationsolution presentationbusiness plan implementation

Soft Skills

client collaborationcommunicationorganizational skillsinterpersonal skills

Certifications

Series 7Series 63Series 65Series 66