What are the responsibilities and job description for the AVP, Comprehensive Advice Client Success position at LPL Financial?
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
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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
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:
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? !
We take social responsibility seriously.
Want to see info on our benefits?
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.
Salary : $105,200 - $175,400
