AVP, Advisory Consulting

Responsibilities

• Drive greater adoption of LPL's Advisory platforms by coaching to the benefits of LPL's platform versus that of TAMP competitors
• Partner directly with various LPL Client Success Managers (CSM) on aiding in setting up and executing a strategic business plan to capture TAMP assets
• Assist in the mapping over of assets from TAMPs to LPL's platform
• Partner with product sponsors to aid proposal generation and case consultations
• Conduct 16-20 meetings per week
• What are we looking for?

Requirements

• 5+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
• FINRA Series 7 and 66 (or both 63 and 65)
• Financial Services experience
• Core Competencies:
• Communication skills including virtual and live presentation skills
• Demonstrated sales success
• Preferences:
• CFP, CFA, CIMA, or CWS
• Pay Range:
• $103,515.00 - $172,525.00
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
• Information on Interviews:
• EAC 5.19.26

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The TAMP Consultant operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the U.S., you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.

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