AVP, Business Consultant
Core
Senior leadership role supporting Regional Branch Directors to manage, coach, and grow financial advisor teams within the LPL Independent Advisor Network.
Role type
Senior IC business consultant (field management)
Builds
Advisor teams and practices
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Coaching, succession planning, sales strategy execution, team recruitment, business acumen, problem-solving, change management
Preferred skills
Bachelor's degree, 10+ years in wealth management, Series 9/10 or 24 licenses
Technologies
Financial planning tools, advisory platforms, practice management systems
Responsibilities
Build and sustain deep advisor relationships to drive retention; coach advisors and teams to execute sales strategies; strategize and execute teaming and succession planning; partner with sales org to recruit new advisors; collaborate with consultants to increase tool adoption; drive growth in Same Store Sales, Net New Assets, and NPS; support acclimation of new advisors.
Seniority
Senior, hands-on IC