LPL Financial
VP, Business Consultant
Remote Colorado · Vp
Sponsorship not specified$124k-$207kDetected 28 days ago
SalesforceHRCommunicationProblem SolvingTime ManagementMentoring
About the role
- You will play an integral part in undertaking projects on behalf of the client's business and providing a world class service.
- 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
- Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation
- Partner with the clients to implementing plans and resolve any issues
- Collaborate with internal teams and external partners
- And they have the freedom to manage their client relationships, because they know their clients best.
- Please log in or create an account to apply to this position.
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).
- Strong knowledge of investments, financial operations, insurance, and business practices, with a solid understanding of the broker/dealer landscape
- A successful business consultant, first and foremost, has broad knowledge of the many facets of market forces and business.
Skills
- Analytical mind with excellent data collection and organization skills.
- Excellent time management and organizational skills.
- Outstanding communication and interpersonal skills.
Compensation
- $124,115.00 - $206,824.00
- 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.
Benefits
- This role is also eligible for LPL's discretionary bonus.
Apply directly at LPL Financial →Create a free account for alerts like thisView LPL Financial immigration profile
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.