Advisory Consultant at LPL Financial
Overview
You will drive adoption of LPL Advisory platforms, partnering with advisors to grow their businesses. You will spend 40% of your time in the field, conducting 16-20 meetings per week to segment client bases and identify growth opportunities. You will collaborate with Client Success Managers to execute strategic business plans for the largest independent offices. You will become a trusted resource on LPL's advisory products and services, presenting at conferences and workshops. This role demands 7+ years in Financial Services and FINRA Series 7 and 66 licenses, with travel 3-4 days every other week.
What You'll Do9
- 1Drive adoption of LPL Advisory platforms, converting brokerage assets to advisory accounts.
- 2Partner with Client Success Managers to set up and execute strategic business plans for top independent offices.
- 3Consult with advisors to segment client bases and uncover growth opportunities.
- 4Increase use of tools and resources for well-run advisory practices.
- 5Serve as a referral source to other LPL business units, leveraging your knowledge of firm services.
- 6Spend 40% of your time in the field, traveling 3-4 days every other week within your territory.
- 7Conduct 16-20 meetings per week, advising advisors on advisory solutions.
- 8Present at regional and national conferences on advisory topics.
- 9Collaborate with LPL units and sponsor firms to deliver workshops on practice management and business development.
Requirements7
- 17+ years of experience in the Financial Services industry, preferably as a wholesaler, advisor, or recruiter.
- 2Active FINRA Series 7 and 66 licenses (or 63 and 65).
- 3Strong communication skills for virtual and live presentations.
- 4Proven sales success in financial services.
- 5Extensive experience with advisory platforms and investment products.
- 6Ability to travel 3-4 days every other week.
- 7Preferred: CFP, CFA, CIMA, or CWS certification.
Salary Insight
Salary not disclosed in listing
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