AVP, Comprehensive Advice Client Success

Are you a team player? Are driven by making meaningful connections with clients and peers? Are you interested in building impactful events to accelerate growth? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you

Job Overview:

The primary purpose of this role is to drive targeted behavioral and business outcomes with holistic financial planning at LPL, to include utilization of our suite of financial planning, tax planning, and high-net-worth services. This will be accomplished by consulting with LPL advisors and enterprises on their needs, illustrating the value of our offerings to address those needs, and influencing desired outcomes in alignment with their stated business goals.

Responsibilities:

• The AVP, Client Success Account Manager must demonstrate a high level of knowledge of the value of holistic financial planning, a core belief in its benefits for advisors and clients, as well as the ability to effectively convey benefits to those audiences.

• This role will be expected to collaborate with Comprehensive Advice Client Success leadership to develop and execute on a segmented advisor engagement strategy to drive the aforementioned outcomes.

• We expect you to be a constant learner of the evolution in the financial planning space, exude professionalism, and be detail oriented.

• You must be skilled at building relationships with colleagues and influencing them to help drive awareness and advisor/enterprise referrals for consultations.

• You must be able to manage your advisor relationships by setting tasks, pulling opportunities through to the next stage, and continuing to deliver information that illustrates product value while closing SSS business.

• You will be successful by being entrepreneurial and data-driven in your approach to proactive advisor outreach.

• A typical day will be filled with calls, virtual meetings and follow-up communications centered on goals-based sales consultations, pull-through of SSS opportunities, as well as making relevant connections with internal support partners to maintain a seamless advisor experience.

What Are We Looking For?

We want highly motivated individuals who understand how to effectively apply a consultative, relationship-based approach to driving resource utilization and SSS opportunities. We are looking for team members who thrive in a fast-paced environment, are client-focused, collaborative, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s Degree

• 7+ years of experience in the financial services industry with a strong background in financial planning

• 2 plus years experience with eMoney planning software

Core Competencies:

• Demonstrated ability to use independent judgment to make decisions and solve problems

• Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism

• Highly motivated and resilient - consistently achieving utilization, sales, retention, and satisfaction targets

Preferences:

• CFP® or similar designation

• FINRA 6/7 and, 66 highly preffered

• Business to business sales and relationship management experience

Pay Range:

$105,225-$175,375/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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