Regional Branch Director
LPL Financial(1 month ago)
About this role
The VP, Regional Branch Director for LPL’s Independent Advisor Network is a senior field leader responsible for overseeing financial advisors and teams within a defined region. The role is part of Field Management and focuses on advancing the IAN model, driving advisor growth and satisfaction, and acting as an ambassador for The Investment Center.
Required Skills
- Advisor Relations
- Relationship Management
- Coaching
- Sales Strategy
- Succession Planning
- Recruiting
- Financial Planning
- Communication
- Leadership
- Problem Solving
Qualifications
- Series 7
- Series 66
- Bachelor’s Degree
- Member FINRA/SIPC
- Series 9
- Series 10
- Series 24
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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