Drive greater adoption of LPL Advisory platforms
Partner directly with various LPL Client Success Managers (CSM)
Consult with advisors to segment their client base and identify opportunities for growth
Increase adoption and implementation of supporting tools and resources
Spend 25% of your time in the field interacting with clients
Conduct 16-20 meetings per week
Present at regional and national conferences
Partner with other LPL business units and sponsor firms for educational resources

7+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
FINRA Series 7 and 66 (or both 63 and 65)
Exceptional communication skills including virtual and live presentation skills
Demonstrated sales success
Extensive Financial Services experience

AVP, Practice Management Consultant

Key skills