Provide consultation and guidance to financial advisors to improve practice profitability, efficiency, and business structure. Manage client relationships and execute strategic projects including recruiting, productivity initiatives, and business planning.
LPL Financial
18 Remote Job Openings at LPL Financial
Lead and empower financial advisors within the independent employee channel to drive regional profitability and growth. Focus on advisor retention, recruitment, and the implementation of business growth strategies.
The VP of AI Product Strategy will establish and execute a cohesive AI product strategy aligned with business goals and growth objectives. This includes translating business needs into scalable AI solutions and overseeing the full product lifecycle from concept to launch.
Lead and manage Client Service Associates to provide administrative support for Financial Advisors within the Employee Affiliation Model. Drive operational excellence by improving workflows, managing team capacity, and fostering a culture of coaching and professional development.
Partners with the Regional Investment Director to drive growth in financial planning, managed money, and insurance business for Financial Advisors. Provides coaching and development to advisors while managing relationships with bank and credit union partners.
Provide virtual investment solutions and holistic financial planning to a large book of mass affluent clients. Manage client relationships through proactive outreach, consultative sales, and risk mitigation to meet asset investment goals.
Financial Advisor - TruStage Wealth Management
LPL Financial
·
Full Time
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22 days ago
LPL Financial
Provide comprehensive financial services and solutions to credit union members to help them achieve their financial goals. Build and service a client base utilizing the credit union's referral system and LPL Financial's technology platform.
Financial Advisor - TruStage Wealth Management
LPL Financial
·
Full Time
·
22 days ago
LPL Financial
Provide comprehensive financial services and solutions to credit union members to help them achieve their financial goals. Build and service a client base utilizing LPL Financial's tools, technology, and the credit union's referral system.
Lead the end-to-end administrative transition experience for financial advisors joining the firm, ensuring seamless onboarding and operational stability. Act as the primary strategic partner between advisors, field management, and internal stakeholders to optimize transition workflows.
Drive sales by identifying and recruiting premium segment financial advisors from global banks, wirehouses, and RIAs. Develop recruitment strategies and serve as a subject matter expert to empower the business development team.
Drive sales by identifying and recruiting premium segment financial advisors from global banks and RIAs. Develop recruitment strategies and serve as a subject matter expert to empower the business development team.
Provide virtual investment solutions and holistic financial planning to mass affluent investors while maintaining a large client book. Responsibilities include consultative sales to deepen relationships and ensuring all accounts remain compliant and operationally sound.
Lead the support of financial advisors in the Linsco employee channel and manage the profitability of multiple regional branches. Focus on advisor retention, recruitment, and the implementation of business growth strategies.
Drive sales by identifying and recruiting premium segment financial advisors from global banks, wirehouses, and RIAs. Develop recruitment strategies and manage the advisor pipeline from initial contact to onboarding.
Drive sales by identifying and recruiting premium segment financial advisors from global banks, wirehouses, and RIAs. Develop recruitment strategies and manage the advisor pipeline from initial contact to onboarding.
This role leads the support of financial advisors in the Linsco employee channel, focusing on regional profitability and business growth. Responsibilities include advisor recruitment, retention, and ensuring the successful transition of new teams to LPL.
This role leads the support of financial advisors in the Linsco employee channel, focusing on regional profitability and business growth. Responsibilities include maintaining advisor satisfaction, driving recruitment efforts, and managing the transition of new teams to the firm.
The Regional Branch Administrative Manager will lead employee affiliation branch office support staff and manage Client Service Associates. They will also act as a liaison between advisors and LPL service and operations, advocating for advisor and client needs.