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VP, Regional Wealth Consulting

Job ID: R-024146 Date posted: 07/11/2022 Primary Location MA-Remote Other Locations CT-Remote , NH-Remote

Do you have at least 7 years of consultative sales success in the financial services industry and your FINRA Series 7 and 66 (or both 63 and 65) licenses?
Are you: (1) passionate about helping financial advisors better meet the wealth and investment needs of their clients, and (2) an expert with analyzing data to help you do so?Are you interested in joining a team that is laser-focused on driving your own personal growth and that of our clientele? If so, LPL Financial is the place 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.

Job Overview:
The Wealth Consultant (WC) operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the USA, you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better leveraging the wealth management solutions and advisory platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.


  • Increase advisory platform sales from LPL independent advisors in a defined territory

  • Help advisors attract new clients and deepen relationships with existing clients

  • Drive awareness and utilization of the LPL suite of Wealth Management solutions.

  • Travel within assigned territory 3-4 days per week; attend regional and national conferences

  • Partner with other LPL business units and sponsor firms to bring value-added education resources to advisors.

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.


  • Exceptional communication skills including virtual and live presentation skills

  • 7-10 years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter

  • Demonstrated sales success

  • FINRA Series 7 and 66 (or both 63 and 65)

  • CFP, CFA, CIMA, or CWS preferred

Why LPL? 

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 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.

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