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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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AVP, Strategy & Finance Consultant (CFO Solutions)

Job ID: R-018299 Date posted: 11/22/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill , CA-Remote

AVP, Strategy & Finance Consultant

  • 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! 

Job overview:

LPL Financial is seeking talented candidates with client facing experience and a strategic financial background to partner with our business owners on the Strategic Wealth Services CFO Solutions team.                                                                                                          

  • strategic financial background to partner with our business owners on the Strategic Wealth Services CFO Solutions team.
  • CFO, you are an outsourced strategy and finance partner to new business owners within our Strategic Wealth Services channel. Your primary role is to assist in establishing the financials and overall business structure with the launch of their practice. Once the practice is up and running, you will help advisors understand their new commission structure, monitor for anomalies, manage cashflow, help with the design of evolving compensation plans and equity transitions, and provide ongoing financial and strategic guidance as business owners acclimate to being independent from wirehouse channels.  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.
  • As a CFO, you are an outsourced strategy and finance partner to new business owners within our Strategic Wealth Services advisor channel. Your primary role is to assist in establishing the financials and overall business structure with the launch of an advisor’s practice. Once the practice is up and running, you will help advisors understand their new commission structure, monitor for anomalies, manage cashflow, help with the design of evolving compensation plans and equity transitions, and provide ongoing financial and strategic guidance as business owners acclimate to being independent from wirehouse channels. 
  • 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?

List up to five skills or experiences (5 max) that are a must, including technical, soft skills, licenses, etc. Minimum education requirements should also be included only if required.

  • Bachelor's degree in business, finance or related field
  • Demonstrated analytical and strategic business acumen along with hands-on mindset for problem resolution
  • Thorough understanding of financial statement analysis and cashflow planning
  • Basic knowledge of financial products, the industry, and end investor
  • Up to 25% travel anticipated

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.

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 @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 (800) 877-7210.

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