VP, Business Consultant

LPL Financial

Business Consultant at LPL Financial. Organizing projects and providing consultation to enhance financial advisors' practices and profitability in Michigan.

Posted 6/24/2026full-timeSouthfield • Missouri • 🇺🇸 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
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, America Group, 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

What you’ll need

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
Willingness to travel locally with occasional national travel

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysisbusiness project managementbusiness model recommendationclient segmentationbusiness valuationsuccession planningproductivity initiativesconsultingcoaching

Soft Skills

communicationcollaborationproblem-solvingorganizationalinterpersonalpresentationfacilitationadvisoryleadership

Certifications

Bachelor's DegreeSeries 7 licenseSeries 63 licenseSeries 65 licenseSeries 66 license