Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
ICA Group and LPL Financial are 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 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:
The primary responsibilities of this role include, but are not limited to, the following:
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 ICA Group 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, ICA Group, 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
Requirements:
Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
10+ years of experience in the financial services industry and consulting. Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, Wealthbox, 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
#LPL-PA
Pay Range:
$124,115.00 - $206,824.00Actual 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 – such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!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(6) , 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 www.lpl.com.
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, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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.
EAC 5.19.26
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