VP, Regional Consulting

LPL Financial•Fort Mill, SC

20h•Hybrid

About The Position

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: The Regional Advisory Consultant (RAC) operates within a consultative, team‑based environment focused on delivering measurable value to financial advisors and their clients. As a leader within LPL Financial—the largest independent broker‑dealer in the U.S.—the RAC plays a critical role in driving advisor growth, platform adoption, and strategic engagement across an assigned region. In this role, you will serve as a trusted partner to advisors, helping them grow and scale their businesses by effectively leveraging LPL’s advisory products, platforms, and resources. You will also lead and develop a high‑performing POD, providing mentorship, coaching, and strategic direction to AVPs and internal partners.

Requirements

10+ years of experience in the Financial Services industry, preferably as a wholesaler, advisor, or recruiter
Active FINRA Series 7 and 66 (or both Series 63 and 65)
Exceptional communication skills, including virtual and live presentation capabilities
Demonstrated sales and growth leadership success
Proven people‑leadership and coaching skills
Extensive financial services and advisory platform knowledge

Nice To Haves

CFP®, CFA®, CIMA®, or CWS® designation

Responsibilities

Lead a POD of AVPs and Internals to achieve regional and firm‑wide growth objectives; mentor, coach, and develop team members to maximize performance and career progression
Drive increased adoption of LPL Advisory platforms, including new business capture and brokerage‑to‑advisory conversions
Partner closely with Client Success Managers (CSMs) to develop and execute strategic business plans for LPL’s largest and most complex offices
Consult with advisors to segment client bases, identify growth opportunities, and implement scalable advisory strategies
Increase adoption and effective utilization of tools and resources that support a well‑run, growth‑oriented advisory practice
Maintain deep knowledge of LPL’s full suite of services and act as a referral source to internal business partners
Spend approximately 50% of time in the field, traveling within the assigned central territory (3–4 days every other week) to engage directly with advisors
Conduct 16–20 advisor meetings per week, both in‑person and virtual
Present at lunch‑and‑learns, workshops, and regional and national conferences
Partner with LPL business units and sponsor firms to deliver value‑added education through workshops focused on practice management, business development, and investment‑related topics