Job Overview:
This role will require office presence periodically in Troy & Southfield, MI.
America Group and LPL Financial are looking for a qualifiedBusiness Consultant, serving as an ally and partner in providing consultation and guidance to improve financial advisors27 practices. You will play an integral part in undertaking projects on behalf of the client27s business and providing a world class service. A successful business consultant, first and foremost, has broad knowledge of the many facets of market forces and business. The ideal candidate will also possess great problem-solving skills to provide solutions and recommendations that will increase the financial advisor27s profitability and efficiency.
Responsibilities
The primary responsibilities of this role include, but are not limited to, the following:
- Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client27s 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 client27s 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
Relationship Management
- 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
Practice Management/Business Planning
- Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services
- Create and implement the firm27s 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
Regional Meetings / Study Groups
- Organize and facilitate periodic advisor study groups, focus groups and regional meetings
- Incorporate sponsors and industry experts
- Increase advisor capabilities and promote best practices
What are we looking for?
We27re 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:
- Bachelor27s 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
Core Competencies:
- Analytical mind with excellent data collection and organization skills.
- Excellent time management and organizational skills.
- Outstanding communication and interpersonal skills.
Preferences:
- Relevant industry experience working with independent financial advisors
- Strong knowledge of investments, financial operations, insurance, and business practices, with a solid understanding of the broker/dealer landscape
#LPL-PA
Pay Range:
$124,115.00 - $206,824.00
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 2D 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!
