AVP, Business Consultant
Core
Senior leadership role supporting Regional Branch Directors to lead, manage, and coach financial advisors and teams within a specific region, driving growth and satisfaction.
Role type
Senior IC business consultant (field management)
Builds
Advisor teams and practices within the LPL Independent Advisor Network
Domain
Financial services / Wealth management
Required skills
Coaching and mentoring, sales strategy execution, teaming and succession planning, recruitment education, stakeholder management, business acumen, problem-solving, communication
Preferred skills
Bachelor's degree, 10+ years in wealth management, Series 9/10 or 24 licenses
Technologies
Financial planning tools, advisory platforms, high net worth services platforms
Responsibilities
Build and sustain deep advisor relationships to maintain retention and satisfaction; Support advisor growth through coaching and sales strategy execution; Strategize and execute teaming and succession planning; Partner with sales org to recruit 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 with leadership responsibilities