Lead, Institutional Wealth Advisors

LPL Financial; Fort Mill (SC); On-site; USD 94,000 - 157,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial, a leader in wealth management, is seeking an Institutional Segment Advice Manager to lead a team of licensed financial advisors within the Wealth Advisors Group. This phone-based model focuses on advisor development, sales performance, and holistic client guidance.

You will partner with bank and credit union executives to drive program success. You will coach, develop talent, monitor productivity, and deliver quarterly business reviews to continuously improve outcomes for

Qualifications

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

Responsibilities

• Lead and develop a team of financial advisors through coaching and career development planning.
• Drive sales performance by delivering training and coaching sessions.
• Partner with bank and credit union leadership to strengthen relationships and support investment program success.
• Monitor advisor productivity, track performance metrics, and report on sales trends.

Skills

Leadership

Coaching

Strategic thinking

Team collaboration

Education

FINRA Series 7 license

FINRA Series 66 license

FINRA 9/10 certification (within 6 months)

Job description

LPL Financial, a leader in wealth management, is seeking an Institutional Segment Advice Manager to lead a team of licensed financial advisors within the Wealth Advisors Group. This phone-based model focuses on advisor development, sales performance, and holistic client guidance.

You will partner with bank and credit union executives to drive program success. You will coach, develop talent, monitor productivity, and deliver quarterly business reviews to continuously improve outcomes for