Head of Institutional Advisor
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-09-09
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-09
Job specializations:
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Finance & Banking
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Management
Job Description & How to Apply Below
LPL Financial is seeking an Institutional Segment Advice Manager to lead a team of licensed financial advisors serving bank and credit union clients. You will develop talent, deepen client relationships, and drive sales performance in a phone-based advice model.
You will collaborate with institutional leaders to deliver holistic financial guidance, monitor metrics, and oversee workforce resources to optimize program outcomes.
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