VP, Business Consultant

LPL Financial Holdings, Inc.$124K — $206K *
Troy, MI 48085In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business, Finance, Economics, Administration, or equivalent experience
  • 5+ years in financial services and consulting
  • Familiarity with business management software (Salesforce, Redtail, E-Money)
  • Possession of Series 7, 63, 65, and/or 66 licenses
  • Willingness to travel locally with occasional national travel

Responsibilities

  • Organize and execute business projects for clients
  • Meet with clients and perform initial assessments
  • Collect business information through various methods
  • Analyze data to identify areas of improvement
  • Formulate and present recommendations to clients
  • Partner with clients to implement plans
  • Work directly with Financial Advisors and teams for consulting and coaching

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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