AVP, Affiliation Consulting

LPL Financial • San Diego, CA

1d

About The Position

The AVP, Affiliation Consultant serves as a trusted strategic partner for financial advisors evaluating their affiliation with LPL. This role owns complex advisor conversion opportunities and plays a key role in advancing LPL’s organic growth strategy and broader corporate development objectives. This AVP will proactively identify, develop, and close opportunities by delivering consultative insights, financial analysis, and tailored solutions that align to advisor goals. Success in this role requires strong sales and business acumen, executive presence, and the ability to navigate complex stakeholder environments while driving measurable outcomes. LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,100 financial institutions. The firm services and custodies approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans. LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, offering flexibility for advisors and institutions to choose their business model, services, and technology resources. LPL fosters an innovative, creative, and growth-oriented environment with a supportive leadership team. The company is united by a mission to support its advisors so they can serve their clients effectively, and its size allows employees to make a significant impact. LPL is committed to workplace equality, embracing diverse perspectives, and actively caring for its communities.

Requirements

• Bachelor’s degree
• Minimum 5 years of experience in an independent broker-dealer setting, demonstrating deep understanding of advisor affiliation models
• 5+ years’ experience with Salesforce and Microsoft Office products
• Highly motivated and resilient by achieving sales targets consistently
• Strong communication skills with the ability to effectively engage leaders, advisors, and internal partners
• Excellent oral and written communication skills

Nice To Haves

• FINRA Series 6, 7 and 66

Responsibilities

• Develop, manage, and advance a robust pipeline of affiliation conversion opportunities.
• Lead strategic, consultative engagements with advisors to understand business objectives and guide evaluation of affiliation models best aligned to their goals.
• Maintain specialized expertise regarding LPL’s affiliation models, including existing capabilities and the roadmap for future development.
• Build strong relationships and partner cross-functionally with internal business partners to develop innovative solutions to meet advisor needs.
• Support strategic initiatives to drive affiliation opportunities and related program management deliverables.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• Total Rewards package is highly competitive, designed to support your success at work, at home, and at play
• mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees