LPL Financial is hiring an AVP, Financial Planning Practice Management Consultant within our Financial Planning Group. In this role, you will proactively drive the adoption of financial planning by providing comprehensive consultations to LPL Advisors and Enterprises. Your focus will be delivering timely, accurate, and actionable guidance on financial planning and practice support.
What You'll Do
- Consult with LPL Financial Advisors on all aspects of financial planning to increase adoption and provide practical guidance to existing planners.
- Execute a disciplined outreach strategy via a sales funnel approach with actionable next steps to increase awareness and adoption.
- Articulate the value proposition of comprehensive financial planning and the pillars of support LPL's Financial Planning Group provides.
- Collaborate with and influence key business partners across the wealth management organization.
- Provide Advisor onboarding support to internal partners and manage Advisor engagements through the home office visit process.
What We're Looking For
- 5+ years of experience in personal financial counseling within professional services or a financial planning environment.
- 5+ years in a related sales or consulting function.
- CFP certification is required.
Nice to Have
- Securities licenses 7, 63, 65, 66 are strongly preferred.
Technical Stack
- Outlook, Excel, Word
- Salesforce
- eMoney (financial planning software)
Team & Environment
You will be part of a planning consultant team within LPL's Financial Planning Group.
Benefits & Compensation
- Compensation range: $105,225-$175,375/year
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Work Mode
This is a hybrid role. You can be full-time remote or based in one of LPL’s home offices.
LPL Financial is an Equal Opportunity Employer (EOE).
