AVP, Financial Planning Practice Management Consultant

Job Overview:

LPL’s Financial Planning Group is seeking a highly motivated and qualified Assistant Vice President to drive the adoption of financial planning within affiliated institutions and large enterprises. In collaboration with Institutional Program leaders, the Financial Planning Success Consultant will develop detailed engagement roadmaps and deliver comprehensive consultations through in-person and virtual presentations to groups of LPL Advisors.
 

This position can be full-time remote or based in one of LPL’s home offices.

The individual will join a team of planning consultants within the Financial Planning Group, responsible for providing timely, accurate, and actionable guidance to LPL Financial Advisors and Enterprises across all areas of financial planning and practice support. Key areas of focus include running a profitable planning practice, leveraging planning software, creating process efficiencies, and assisting with technical financial p...