AVP, Premier Segment Advisor Coach

lplfinancial; Fort Mill (SC); On-site; USD 108,000 - 181,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking an AVP, Premier Segment Advice Manager to lead a team of licensed financial advisors serving High Net Worth clients.

You will focus on advisor development, sales performance, and client experience within a phone-based advice model, driving operational excellence and holistic financial guidance. The role emphasizes coaching, client outcomes, and cross-functional collaboration to strengthen relationships and delivery standards.

Qualifications

• 4+ years of experience in financial services, wealth management.
• Active FINRA Series 7 and 66 licenses.
• Ability to obtain FINRA Series 9/10 within 6 months of hire.
• 2+ years of leadership, coaching, or mentoring in sales/advisory roles.

Responsibilities

• Lead, coach, and develop a team of premier financial advisors to drive sales performance and client-centric culture.
• Conduct comprehensive financial planning engagements and manage SAM accounts to support client objectives.
• Monitor advisor productivity and KPIs to optimize business results and service delivery.
• Enhance client experiences by supporting advisor development and resolving escalated concerns.
• Partner with stakeholders to execute strategic initiatives and improve program effectiveness.
• Ensure compliance with regulatory requirements and firm standards through supervision and reviews.
• Conduct business reviews and identify opportunities for growth and client acquisition.

Skills

Team leadership

Sales & client service

Coaching & development

Strategic planning

Job description

LPL Financial Holdings Inc. is seeking an AVP, Premier Segment Advice Manager to lead a team of licensed financial advisors serving High Net Worth clients.

You will focus on advisor development, sales performance, and client experience within a phone-based advice model, driving operational excellence and holistic financial guidance. The role emphasizes coaching, client outcomes, and cross-functional collaboration to strengthen relationships and delivery standards.