Lead the national strategy and execution of the branch administrative function across Linsco and Liquidity & Succession. Oversee regional leaders and partner with senior executives to drive operational excellence and advisor satisfaction.
LPL Financial
16 Remote Job Openings at LPL Financial
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 strategies.
Lead the end-to-end execution of strategic growth programs to support advisor affiliation and practice growth. Partner with sales leadership and cross-functional teams to optimize sales processes and implement scalable best practices.
Deliver financial advice and conduct client reviews via inbound and outbound calls to help mass affluent investors meet their financial goals. Handle client transactions, prepare reports, and identify new sales and asset retention opportunities.
Partner with bank and credit union leaders to execute growth strategies and enhance wealth management program performance. Serve as a strategic consultant to drive advisor engagement, productivity, and sustainable program growth.
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 growth goals.
Financial Advisor - TruStage Wealth Management
LPL Financial
·
Full Time
·
a month ago
LPL Financial
Provide comprehensive financial services and solutions to credit union members to help them achieve their financial goals. Grow a client base using the credit union's referral system and LPL Financial's technology and tools.
Financial Advisor - TruStage Wealth Management
LPL Financial
·
Full Time
·
a month 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 tools.
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.
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.
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.
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.
