AVP Market Leader

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As AVP Field Advice Market Leader you will be responsible for the growth and success of your allocated market. This individual will be managing a team of field-based advisors in local markets for the Wealth Advisors Group (Wealth AG) channel of LPL. The AVP Market Leader will ensure operational excellence while driving local strategies, placing client experience at the forefront of tactics, and cultivating a learning culture where advisors are coached and developed. This role will be responsible for team and market success.

Responsibilities include:

• Developing and executing market strategies to achieve key performance metrics and drive platform growth.
• Strategically drive Wealth AG Home Office and broader Field Management coordination to ensure success cohesion.
• Collaboration with other leaders in local markets, and internal departments to ensure seamless operations.
• Building and maintaining strong professional relationships to foster success in the market.
• Leading and mentoring a team to achieve business objectives, grow existing client relationships, and achieve success metrics.
• Recruiting new advisors to build out the market
• Monitoring market trends and adjusting strategies accordingly.
• Ensuring high levels of advisor satisfaction and retention.
• Implementing training programs for advisors.
• Presenting and reporting on market performance and strategy to senior leadership.
• Working across the organization to develop business knowledge and cultivate collaborative team mentality.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Series 7 and 66 licenses, 9 & 10 strongly preferred.
• 5+ years of demonstrated leadership experience with advice sales operations and building, leading, managing, and coaching a team of financial advisors.
• Ability to work across internal and external organizations via strong collaboration and nurturing trusting relationships.
• Places emphasis on problem solving that caters to clients’ financial needs.
• Self-starter, prioritizing the clients’ best interest while maintaining strong work ethic that produces results.
• Can effectively coach advisors, sales and operations teams.
• Strong ability and proven track record to attract and recruit strong candidates.
• Ability to rely on the team to create support structure that builds effective communication engaging all partners necessary to product client solutions.
• Can hold team accountable to results by finding opportunities that drive success and interpret performance results.
• Has strong ability to prioritize high priority items by managing time and capacity.
• Understands that critical thinking and problem solving is a core guideline to meeting clients needs while adhering to established processes and regulations.
• Travel required: Will vary depending on geography, up to 50%.

Preferences:

• Experience in financial services and knowledge of financial services industry, products, and solutions.
• Experience in both a branch and home office strongly preferred.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Ability to motivate employees, build teams and drive outcomes
• 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.
• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
• Strong communication skills, both written and oral, with the ability to present materials and performance clearly.

#LI-PA

 

Pay Range:

$105,188-$175,313/year
 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. 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, paid time off, volunteer time off, and more. 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

EAC1.22.25