AVP, Premier Segment Advisory Leader

LPL Financial; Tempe (AZ); On-site; USD 108,000 - 181,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites you to apply in Tempe, AZ. The AVP, Premier Segment Advice Manager leads a team of licensed financial advisors serving High Net Worth Clients, driving sales performance, talent development, and superior client outcomes.

As a phone-based advisor at LPL, you’ll foster advisor productivity, oversee comprehensive financial planning engagements, and ensure regulatory compliance while enhancing the client experience.

Qualifications

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

Responsibilities

• Lead, coach, and develop a team of premier financial advisors to drive sales performance, professional growth, and a high‑performing, client‑focused culture.

Skills

Financial services

FINRA licenses

Leadership

Sales coaching

Job description

LPL Financial invites you to apply in Tempe, AZ. The AVP, Premier Segment Advice Manager leads a team of licensed financial advisors serving High Net Worth Clients, driving sales performance, talent development, and superior client outcomes.

As a phone-based advisor at LPL, you’ll foster advisor productivity, oversee comprehensive financial planning engagements, and ensure regulatory compliance while enhancing the client experience.