AVP, Financial Planning Practice Management Consultant
LPL Financial
About this role
LPL's Financial Planning Group is looking for an Assistant Vice President to promote the adoption of financial planning within large institutions and enterprises. The role involves developing engagement strategies, providing consultations, and delivering educational presentations to financial advisors. It offers flexible work location options, including remote work or office-based, and supports professional growth within a leading wealth management firm.
Skills
Qualifications
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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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$108k – $181k
per year