AVP, Advisory Consultant
LPL Financial(22 days ago)
About this role
An Advisory Consultant at LPL Financial works within a consultative, team-based environment to support financial advisors in leveraging LPL’s advisory products and platforms. The role serves as a strategic partner to advisors, contributing to firm growth by helping enhance advisory practices and client outcomes.
Required Skills
- Consultative Sales
- Data Analysis
- Client Advisory
- Presentation Skills
- Practice Management
- Business Development
- Relationship Management
- Product Knowledge
Qualifications
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFP
- CFA
- CIMA
- CWS
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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