VP, Advisory Consulting

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.

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

Work Environment:

• This is a field-based role with regional travel.
• Have the ability to come into the home office as needed for key meetings, collaboration, and leadership initiatives is preferred.

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:

• 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)

Core Competencies:

• Communication skills, including virtual and live presentation capabilities
• Demonstrated sales and growth leadership success
• Proven people-leadership and coaching skills
• Financial services and advisory platform knowledge

Preferred Qualifications:

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

Pay Range:

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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 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.

EAC 5.19.26