AVP, Advisory Consulting
Core
Drive adoption of LPL Advisory platforms and help financial advisors grow their business by segmenting client bases and executing strategic business plans.
Role type
Senior IC advisory consultant (financial services)
Builds
Advisory practice growth strategies and platform adoption for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial Services industry experience, sales success, client segmentation, strategic business planning, live presentation skills
Preferred skills
CFP, CFA, CIMA, or CWS designations
Technologies
LPL Advisory platforms
Responsibilities
Drive adoption of LPL Advisory platforms, partner with Client Success Managers on strategic business plans, consult with advisors to segment client bases, increase implementation of advisory tools, present at regional and national conferences, conduct 16-20 meetings per week
Seniority
Senior, hands-on IC