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The role involves consulting financial advisors on business valuation and exit planning, managing a sales pipeline, and generating acquisition opportunities for financial advisors. Responsibilities include presenting acquisition offers and contributing to strategy development based on marketplace observations.

The AVP, LPL Full Book Acquisitions role entails consulting financial advisors on business valuations and exit planning, generating acquisition opportunities, and building sales pipelines. The individual will analyze financial models, conduct webinars, and provide subject matter expertise in financial services and M&A while collaborating with internal teams to support growth strategies.

The Financial Planner will support independent Financial Advisors by conducting financial plan design, analysis, and presentation. Responsibilities include building relationships with advisors, consulting on financial planning strategies, and presenting plans to clients. A strong understanding of personal financial planning concepts and industry trends is necessary, along with proficiency in financial planning software and Microsoft Office.

The VP, Investment Consultant role involves providing tailored investment solutions to advisors, leading a CIO consulting platform, and building relationships with advisors. The position requires strong analytical skills and the ability to execute in a dynamic environment, focusing on delivering exceptional client experiences.

The Senior Operations Specialist at LPL Financial will provide operational support to corporate advisors, assist clients with account management, resolve inquiries, and prepare necessary documentation. Responsibilities include client communication, managing accounts, and training team members to ensure high-quality service is delivered.

The Senior Analyst, Advisor Compensation is responsible for managing incentive compensation programs, calculating payments, providing support to advisors and partners, analyzing financial data, conducting training, and participating in process improvement projects.

The Program Manager will drive large M&A deals and partnerships at LPL Financial, ensuring clear documentation of requirements, maintaining deal roadmaps, managing financials, and providing updates to senior management and clients. The role requires collaboration across teams and the ability to influence decision makers.