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We take care of our advisors, so they can take care of their clients.
AVP, Financial Planning Practice Management Consultant
Location
North Carolina
Posted
119 days ago
Salary
$108.4K - $180.6K / year
Seniority
Lead
Job Description
AVP, Financial Planning Practice Management Consultant
LPL Financial
• 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.
Job Requirements
- 5+ years of experience in personal financial counseling within a professional services and/or a financial planning environment
- 5+ years in a related sales or consulting function
- CFP required
- Ability to effectively communicate and coach Advisors in person and in virtual meetings
- Confidence in speaking and presenting to large groups
- Strong knowledge of financial planning software; eMoney expertise is required
- Exceptional presentation and communication skills
- Broad exposure to financial planning concepts and practices
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive Total Rewards package
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