AVP, Business Consultant

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.

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.

This role will require frequent travel to Bedminster, NJ.

The AVP, Associate Regional Branch Director, LPL Independent Advisor Network role is part of LPL’s Field Management team. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission:
We take care of our advisors, so they can take care of their clients.

As AVP, Associate Regional Branch Director, LPL Independent Advisor Network, your primary focus will be helping to support the Regional Branch Director in leading, managing, and coaching the financial advisors/teams within your region. You will play a key leadership role, supporting financial advisors/teams through all phases of their lifecycle (i.e., growth through succession). The successful leader will have a comprehensive understanding of the LPL Independent Advisor Network model and its discrete solutions (i.e

Consultants, Service, etc).

Additionally, you will help further the development of LPL Independent Advisor Network by providing key leadership insights and supporting the implementation of frameworks that increase ease of doing business and promote advisor growth and satisfaction. Not only will you be a key advocate for our advisors across the organization, but also an ambassador of the LPL Independent Advisor Network in your region.

• Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction.
• Support the growth aspirations of advisors/teams through coaching; execute on sales strategy to drive growth within your region.
• Strategize and execute on teaming and succession planning opportunities, including, but not limited to, identifying successors, merging teams with similar practices, etc.
• Partner with the sales organization to drive the recruitment of advisors by educating them on the mission and vision of LPL Independent Advisor Network and associated benefits to their practice in joining your region.
• Collaborate with the LPL Independent Advisor Network Consultants and internal partners to increase awareness/adoption of appropriate tools and resources (e.g., financial planning, advisory, high net worth services)
• Help drive outsized growth in Same Store Sales, Net New Assets, and client satisfaction scores (NPS).
• Support the acclimation of new advisors/teams to the LPL Independent Advisor Network.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness
, act with integrity
, and are driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 5+ years of financial services experience
• FINRA Series 7,66 (or ability to obtain within 120 days)
• 3+…