Are you interested in joining a high performing sales team that assists financial professionals' growth by driving adoption of a Financial Planning support service?

If so, the Regional Planning & Advice Consultant role on the LPL Business Solutions Sales team might be just for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Paraplanning Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

Job Overview

The primary purpose of this role is to drive adoption of our Paraplanning service by consulting with our financial professionals about the Financial Planning landscape and illustrating the value of the service by illustrating growth and client retention opportunities.

Responsibilities:

• The Regional Planning & Advice Consultant must demonstrate a high level knowledge of the value Financial Planning and a core belief in its benefits for advisors and clients and the ability to communicate it to those audiences.
• We expect you to be a constant learner of the evolution in the Financial Planning space, exude professionalism, and be detail oriented.
• You must be skilled at building relationships with colleagues and influence them to help drive awareness and leads to you.
• The Consultant must be able to manage his/her sales pipeline by setting tasks, pulling opportunities through to the next stage, continuing to deliver information that illustrates product value, and closing business.
• You will be successful by being entrepreneurial in your approach to outbound prospecting and lead generation.
• We expect you to support sales and marketing campaign activities, such as prospecting, data mining, and event follow up.
• A typical day will be filled with various calls, webex meetings and voicemails centered on Prospecting, Sales Consultations, & Pipeline Pull-Through.

What Are We Looking For?

We want strong sales individuals who can collaborate and deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Minimum Education Required: Bachelor’s Degree
• Experience in the Financial Services Industry with a strong background in Financial Planning; 7-10 years preferred
• Business to Business Sales Experience Preferred
• Demonstrated ability to use independent judgment to make decisions and solve problems.
• Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism
• Highly motivated and resilient by achieving sales targets consistently
• FINRA 6, 7 and, 66 preferred
• CFP or similar designation preferred

#LI-VF