Job Overview:The Advisory Consultant (AC) operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the U.S., you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.
Responsibilities:- Drive greater adoption of LPL Advisory platforms as a percentage of advisors overall new business and through brokerage to advisory conversions
- Partner directly with various LPL Client Success Managers (CSM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the largest independent offices
- Consult with advisors to segment their client base and identify opportunities for growth
- Increase adoption and implementation of the tools and resources supporting a well-run advisory practice
- Have a strong knowledge of the breadth of services LPL provides and be a referral source to other business units
- As an Advisory Consultant, you will spend 40% of your time in the field interacting with clients, traveling within the assigned territory a minimum of 3-4 days every other week
- Conduct 16-20 meetings per week
- Present at regional and national conferences
- Partner with other LPL business units and sponsor firms to bring value-added education resources to advisors in the form of small group workshops on topics ranging from practice management, business development and investment related themes
What are we looking for?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness,
act with integrity, and are
driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
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)
Core Competencies:- Communication skills including virtual and live presentation skills
- Demonstrated sales success
- Extensive Financial Services experience
Preferences:Pay Range: $103,515.00 - $172,525.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
