AVP, Business Consultant

LPL Financial

. Support the Regional Branch Director in leading, managing, and coaching financial advisors/teams within the region .

Posted 9/18/2026full-timeRemote • New Jersey • United StatesLead💰 $114,330 - $190,550 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and coaching capabilities to support financial advisors in their growth and succession planning. Proven ability to drive regional growth through strategic execution and relationship management within the financial services industry.

Highest-signal resume keywords

Financial Services ExperienceFINRA Series 7FINRA Series 66Branch Management ExperienceBusiness Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy ExecutionAdvisor CoachingSuccession PlanningAdvisor Relationship ManagementProblem-Solving

Soft Skills

Interpersonal SkillsCommunication SkillsMotivational SkillsExecutive Presence

Certifications & Qualifications

FINRA Series 9/10FINRA Series 24

Industry Keywords

Wealth ManagementAdvisor GrowthClient SatisfactionHigh Net Worth ServicesLPL Independent Advisor Network

About the role

Key responsibilities & impact

Support the Regional Branch Director in leading, managing, and coaching financial advisors/teams within the region
Support financial advisors/teams through all phases of their lifecycle, from growth through succession
Provide leadership insights and support implementation of frameworks that increase ease of doing business and promote advisor growth and satisfaction
Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction
Coach advisors/teams and execute sales strategy to drive regional growth
Strategize and execute teaming and succession planning opportunities, including identifying successors and merging teams with similar practices
Partner with the sales organization to recruit advisors by educating them on LPL Independent Advisor Network’s mission, vision, and benefits
Collaborate with consultants and internal partners to increase awareness and adoption of financial planning, advisory, and high net worth services
Help drive growth in Same Store Sales, Net New Assets, and client satisfaction scores (NPS)
Support acclimation of new advisors/teams to the LPL Independent Advisor Network
Travel frequently to Bedminster, NJ, visit branch offices, and participate in recruit meetings

Requirements

What you’ll need

5+ years of financial services experience
FINRA Series 7, 66 (or ability to obtain within 120 days)
3+ years of experience working as a branch manager, associate complex manager or another field-based sales role
Ability to travel visiting branch offices and participating in recruit meetings
Track record for successfully bringing on and integrating recruits/new teams
Strong business acumen with a deep understanding of how advisors grow and how to support their growth
Ability to motivate advisors/teams to drive positive business outcomes
Strong interpersonal skills with the ability to balance the need to build trust/respect amongst your advisors with the need to maintain the integrity of LPL Advisor Networks
Exceptional problem-solving skills; capable of assessing complex problems, prioritizing key issues and focusing on relevant facts while maintaining a strong execution focus
Excellent communication skills, both written and oral
Executive presence with a demonstrated ability to lead change and influence at all levels
Bachelor’s Degree (preferred)
Minimum of 10 years of experience in the financial services and/or wealth management industry (preferred)
Series 9/10 or 24 (preferred)

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package designed to support success at work, at home, and at play