AVP, Business Consultant
LPL Financial(7 days ago)
About this role
A Business Consultant at LPL Financial supports financial advisors by providing strategic guidance, training, and technology adoption advice to help grow their practices. The role involves building relationships, monitoring performance metrics, and collaborating internally and externally to deliver tailored solutions. It aims to enhance advisors' efficiency, compliance, and business development efforts.
Required Skills
- Financial Planning
- Client Management
- Regulatory Compliance
- Technology Adoption
- Business Development
- Relationship Building
- Data Analysis
- Presentation Skills
- Project Management
- Performance Monitoring
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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