Financial Advisor Jobs

About The Position

Requirements

• 5+ years of financial services experience and business management expertise
• 5+ years experience in the independent advisor space
• 5+ years of project management experience
• Ability to travel up to 20%
• A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
• Exceptional communication and presentation skills, including experience presenting complex data to achieve organizational buy-in
• Strong interpersonal skills, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model
• Ability to manage multiple complex projects simultaneously using effective delegation and project management systems
• Entrepreneurial attitude with the tenacity to influence
• Self-starter; willingness to take the initiative with a strong sense of urgency and accountability
• Curiosity to innovative and desire for continuous improvement

Nice To Haves

• Bachelor's degree
• Series 7, 66
• Demonstrated ability to influence at all levels

Responsibilities

• Serve as a trusted advisor, providing fact‑based insights, quantitative and qualitative analysis, and KPI tracking to drive advisor growth, optimize sales processes, and demonstrate business impact.
• Own, design, and deliver sales enablement and growth initiatives, including program creation, project management, and execution, while continuously optimizing existing approaches to improve efficiency and effectiveness.
• Partner cross‑functionally to identify scalable best practices, align on broader goals, and drive growth in advisory assets, client wallet share, and adoption of LPL Business Solutions.
• Build support and momentum for key growth initiatives by developing stakeholder trust, communicating impact, and gathering voice‑of‑the-advisor insights to inform capability expansion.
• Act as a liaison between advisors, Field Management, and home office partners to ensure alignment, resource delivery, and clear communication across initiatives and programs.
• Support and grow the advisor community through conferences, forums, and digital engagement, including designing growth programming, community‑building initiatives, and personalized recognition experiences.
• Partner with the events team and external wholesalers on conference strategy, funding, invitations, and execution; serve as the primary point person for advisor communications related to Recognition Council trips and ad hoc event needs.

Benefits

• 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, paid time off, volunteer time off, and more.