Field Growth Lead for Advisor Network

LPL Financial; Bedminster Township (NJ); On-site; USD 114,000 - 191,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial is seeking an AVP, Business Consultant for the Independent Advisor Network. Based in Bedminster, NJ, you will lead and coach financial advisors, partner with regional leaders, and drive growth through recruitment and career development.

This role requires strong leadership, travel to branch offices, and the ability to implement strategies that improve advisor productivity and client outcomes. You will be an ambassador for the network and collaborate across teams to deliver scalable

Qualifications

• 5+ years of financial services experience
• FINRA Series 7,66 (or ability to obtain within 120 days)
• 3+ years of experience working as a branch manager, associate complex manager or another field-based sales role
• Ability to travel visiting branch offices and participating in recruit meetings

Responsibilities

• Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction.
• Support the growth aspirations of advisors/teams through coaching; execute on sales strategy to drive growth within your region.
• Strategize and execute on teaming and succession planning opportunities, including, but not limited to, identifying successors, merging teams with similar practices, etc.
• Partner with the sales organization to drive the recruitment of advisors by educating them on the mission and vision of LPL Independent Advisor Network and associated benefits to their practice in joining your region.
• Collaborate with the LPL Independent Advisor Network Consultants and internal partners to increase awareness/adoption of appropriate tools and resources (e.g., financial planning, advisory, high net worth services)
• Help drive outsized growth in Same Store Sales, Net New Assets, and client satisfaction scores (NPS).
• Support the acclimation of new advisors/teams to the LPL Independent Advisor Network.

Education

Bachelor's degree

Job description

LPL Financial is seeking an AVP, Business Consultant for the Independent Advisor Network. Based in Bedminster, NJ, you will lead and coach financial advisors, partner with regional leaders, and drive growth through recruitment and career development.

This role requires strong leadership, travel to branch offices, and the ability to implement strategies that improve advisor productivity and client outcomes. You will be an ambassador for the network and collaborate across teams to deliver scalable