AVP, Success Manager
LPL Financial(1 month ago)
About this role
As a key member of our Client Success team, you will play a pivotal role in ensuring advisor satisfaction, retention, and growth. You will support a territory of independent advisors while serving as a trusted consultant and loyalty strategist, utilizing innovative strategies and metrics to drive results.
Required Skills
- Client Engagement
- Relationship Management
- Sales Strategies
- Market Analysis
Qualifications
- Bachelor’s degree in Business
- Active Series 7 license
- Series 66 license within 120 days of hire
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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