LPL Financial

AVP, Practice Management Consultant

LPL Financial

1 day ago
San Diego, CA
Onsite
Full Time
Senior
0 applicants
LPL Financial
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About this role

The Advisory Consultant at LPL Financial operates within a team-focused, consultative environment to assist financial advisors in leveraging advisory platforms for growth and enhanced client service. The role involves partnering with advisors, conducting meetings, and representing the firm at conferences, all aimed at driving business development.

Skills

Qualifications

FINRA Series 7 and 66 or 63 and 65 licenses
LPL Financial

About LPL Financial

lpl.com

A 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.

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

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