VP, Advisory Consulting
Core
Regional leader driving advisor growth, platform adoption, and strategic engagement for financial advisors and their clients.
Role type
Senior IC regional advisory consultant (wholesaler/recruiter)
Builds
Advisor growth, platform adoption, and strategic business plans for complex offices
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales and growth leadership, people-leadership and coaching, financial services and advisory platform knowledge, virtual and live presentation
Preferred skills
CFP, CFA, CIMA, CWS designations
Technologies
LPL Advisory platforms, practice management tools
Responsibilities
Lead a POD of AVPs and Internals to achieve regional growth objectives; Drive increased adoption of LPL Advisory platforms; Partner with Client Success Managers to execute strategic business plans; Consult with advisors to segment client bases and identify growth opportunities; Conduct 16–20 advisor meetings per week; Present at workshops and conferences
Seniority
Senior, hands-on IC with team leadership