Regional Growth Leader, Financial Advisor Network

LPL Financial; New York (NY); On-site; USD 114,000 - 191,000; Full time

Job summary

LPL Financial seeks an AVP, Business Consultant for the Independent Advisor Network to lead and develop regional teams. You will guide financial advisors, drive growth strategies, and help implement succession plans to expand the network's reach.

The role requires traveling to branch offices and working closely with sales and consultants to ensure advisors have the right resources and support to grow their practices across your territory.

Qualifications

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

Responsibilities

• Build and sustain deep advisor relationships to drive retention and satisfaction.
• Support growth of advisors/teams through coaching and sales strategy execution.
• Lead teaming and succession planning, including identifying successors and merging teams.
• Partner with sales to recruit advisors by communicating mission and benefits.
• Collaborate with consultants and internal partners to increase awareness of tools and resources.
• Drive growth in Same Store Sales, Net New Assets, and client satisfaction scores.
• Assist in acclimating new advisors/teams to the network.

Skills

Financial services experience

Branch leadership

Travel flexibility

Tools

FINRA Series 7/66

Job description

LPL Financial seeks an AVP, Business Consultant for the Independent Advisor Network to lead and develop regional teams. You will guide financial advisors, drive growth strategies, and help implement succession plans to expand the network's reach.

The role requires traveling to branch offices and working closely with sales and consultants to ensure advisors have the right resources and support to grow their practices across your territory.