AVP, Advisory Consulting at LPL Financial Holdings in San Diego, CA

AVP, Advisory Consulting Location: Fort Mill/Charlotte 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. 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? 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. 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 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. 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. 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: 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. EAC 5.19.26 Additional Locations: San Diego