• Consult with LPL Institutional Program Leaders to provide curated solutions that support the implementation and growth of financial planning across groups of LPL Financial Advisors. • Advise LPL Financial Advisors on all aspects of financial planning to increase adoption, improve efficiencies, and drive growth and plan penetration. • Create and deliver educational presentations to large groups of advisors on timely topics that influence financial planning activities and outcomes across the firm. • Execute a disciplined outreach strategy using a sales funnel approach with actionable next steps to increase financial planning awareness and adoption. • Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group. • Collaborate and influence key business partners across the wealth management organization to drive alignment and success. • Provide onboarding support for Advisors and Institutional partners, ensuring professionalism during home office visits and timely follow-up on advisor and internal business partner requests.