LPL Financial

We take care of our advisors, so they can take care of their clients.

AVP, Business Consultant

Vice PresidentVice PresidentFull TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

North Carolina

Posted

21 days ago

Salary

$174.8K - $291.3K / year

Bachelor Degree2 yrs expEnglish

Job Description

• As a Business Consultant, you will play a critical role in empowering financial advisors to optimize their business operations, embrace innovative technologies, and drive measurable growth. • Build and nurture strong relationships with financial advisors through proactive consultations and strategic planning sessions. • Focus on achieving Business Consultant goals as outlined in the BC Matrix, including net headcount retention, GDC growth, and asset growth. • Facilitate impactful training sessions for advisors and their teams on tools, technologies, and processes. • Coordinate audit preparedness meetings to ensure advisors achieve 100% compliance with regulations. • Support advisors in creating and implementing marketing, branding, and business development strategies. • Represent the organization at conferences, regional meetings, and training events to strengthen advisor relationships.

Job Requirements

  • Bachelor’s degree required
  • Minimum of 2 years of experience supporting financial advisors or working in a correlated role within the financial services industry; 3-5 years preferred
  • Ability to travel: 10%-25%
  • Preferred FINRA licenses: 7, 66 (or 63/65), or demonstrated knowledge of RIA support and FINRA regulations
  • Proficient in Microsoft Office applications; experience with Quickbase, ClientWorks, and SmartSheet
  • Proven project management and problem-solving skills
  • Demonstrated effectiveness in client relationship management and engagement with advisors and institutional executives

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • more

Related Categories

Related Job Pages

More Vice President Jobs

Full TimeRemoteTeam 1,001-5,000Since 2017

Lead the Insurance line of business, owning P&L and client outcomes. Drive technology strategy (AI/RPA/automation), optimize service delivery and onboarding, improve operational efficiency, and support sales and pricing decisions to grow revenue and profitability.

AiRpaAutomation
North Carolina
$200K - $260K / year

VP, FP&A & Strategic Finance

Advanced Agrilytics

Delivering on the promise of precision agriculture through unbiased agronomic recommendations and personalized service.

Vice President21 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor

Lead global FP&A and strategic finance functions, establish KPI governance and operating cadence, drive forecasting, scenario modeling, capital readiness and M&A support, and deploy AI/automation to scale FP&A impact while partnering with executive leadership and the Board.

United States

VP, Channel Solutions

Quartile

Machine Learning to Improve E-Commerce Advertising

Vice President21 days ago
Full TimeRemoteTeam 201-500H1B Sponsor

VP of Channel Solutions leading retail media advertising strategy

United States
$160K / year
Vice President21 days ago
RemoteTeam 11-50H1B No Sponsor

Title: Digital Engagement AssociateOrganization: WorkMoney, Inc.Reporting to: Director, SMS Engagement - P2PLocation: United States / Remote, <10% travelTerm: Temporary, Full-Time, Exempt, requires U.S. work authorizationCompensation: ...

Wisconsin