AVP, Strategy & Finance ConsultantApply Job ID: R-014553 Date posted: 04/23/2021 Primary Location SC-Fort Mill Other Locations CA-Remote , CA-San Diego
Are you someone who enjoys helping business’s understand their value and growth potential?
Do you have a passion for strategy, finance, and providing an exceptional client experience?
Do you want to be a part of an entrepreneurial, fast growing and innovative team
Excited to learn more? If so, then this could be the role for you!
LPL Financial is seeking talented candidates with client facing experience and a strategic financial background to partner with our business owners on the CFO Solutions team. As a CFO you are a dedicated resource to business owners and act as an outsourced strategy & finance partner. Helping them understand their financials and underlying business metrics. You will provide strategic direction and data driven decisions to help the business grow top line revenue, bottom line profits and increase their business valuation.
The CFO Solutions program at LPL acts as Chief Financial Officers for financial advisors and small business owners. The program helps advisors understand their financials and business metrics to make strategic decisions to grow revenue, profits, and increase their business valuation.
What will you do?
Provide credible and objective strategy and financial consulting support with analytical expertise in an effort to drive improved profitability, organic and inorganic net new asset growth, and ultimately enhanced satisfaction and retention of our advisors and institutions
Produce comprehensive financial analyses of advisor practices in order to help business owners better understand their value including profitability, cash flow, areas of opportunity, and the impacts of shifts in their business
Act as a trusted accountability partner by developing and helping to execute on business plans that take advantage of the areas of opportunity identified
Assist in the design, implementation and execution of the program
Partner with other groups to help facilitate M&A, provide capital and other services to growing businesses
Please note: Additional responsibilities or duties may be assigned to you as needed or determined.
What does your success look like in the first 90 days?
Success is having the knowledge and confidence to become a trusted partner for our financial advisors and team members with a reputation for collaboration and tying business strategy to financial results
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement
What skills, experiences, and education are required?
Bachelor's degree in business, finance or related-field
MBA or other advanced degree a plus
CVA or other valuation designation a plus
Basic knowledge of financial products, the industry, and end investor
Up to 25% travel anticipated
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 @lpl.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 (800) 877-7210.