Consult with LPL Institutional Program Leaders to provide curated solutions that support the implementation and growth of financial planning across groups of LPL Financial Advisors.
Advise LPL Financial Advisors on all aspects of financial planning to increase adoption, improve efficiencies, and drive growth and plan penetration.
Create and deliver educational presentations to large groups of advisors on timely topics that influence financial planning activities and outcomes across the firm.
Execute a disciplined outreach strategy using a sales funnel approach with actionable next steps to increase financial planning awareness and adoption.
Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group.
Collaborate and influence key business partners across the wealth management organization to drive alignment and success.
Provide onboarding support for Advisors and Institutional partners, ensuring professionalism during home office visits and timely follow-up on advisor and internal business partner requests.

5+ years of experience in personal financial counseling within a professional services and/or a financial planning environment
5+ years in a related sales or consulting function
CFP required
Ability to effectively communicate and coach Advisors in person and in virtual meetings
Confidence in speaking and presenting to large groups
Strong knowledge of financial planning software; eMoney expertise is required
Exceptional presentation and communication skills
Broad exposure to financial planning concepts and practices

AVP, Financial Planning Practice Management Consultant

Key skills