Job Description

Job Overview Financial Advocates and LPL Financial is looking for a qualified Business Consultant, serving as an ally and partner in providing consultation and guidance to improve financial advisors’ practices. You will play an integral part in undertaking projects on behalf of the client’s business and providing a world class service. A successful business consultant, first and foremost, has a broad knowledge of the many facets of market forces and business. The ideal candidate will also possess great problem-solving skills to provide solutions and recommendations that will increase the financial advisor’s profitability and efficiency. Responsibilities Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.) Analyze and interpret data to identify areas of improvement Formulate recommendations and solutions and present to clients Partner with the clients to implementing plans and resolve any issues Relationship Management Work directly with Financial Advisors and their teams in a consulting and coaching capacity Centralized point of contact for advisor questions, issues, and/or advice Help advisors navigate products and services available Keep advisors informed of any LPL, Financial Advocates, and regulatory changes Collaborate with internal teams and external partners Practice Management / Business Planning Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services Create and implement the firm’s productivity initiatives Facilitate completion and implementation of advisor business plans Implement Client Segmentation, value proposition/mission statement, and client service model Provide succession planning advice and guidance Discuss team structures and define roles Deliver business valuations Share advisor best practices Regional Meetings / Study Groups Organize and facilitate periodic advisor study groups, focus groups and regional meetings Incorporate sponsors and industry experts Increase advisor capabilities and promote best practices What we are looking for We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. 5+ years of experience in the financial services industry and consulting. Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, E-Money). Series 7, 63, 65, and/or 66 licenses Core Competencies Analytical mind with excellent data collection and organization skills. Excellent time management and organizational skills. Outstanding communication and interpersonal skills. Preferences Relevant industry experience working with independent financial advisors Strong knowledge of investments, financial operations, insurance, and business practices, with a solid understanding of the broker/dealer landscape Pay Range: $110,200-$183,700/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play. Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships. For further information about LPL, please visit Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EEO statements and other legal notices apply as required. #J-18808-Ljbffr

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