AVP, Strategy & Finance ConsultantApply Job ID: R-019983 Date posted: 01/18/2022 Primary Location CA-San Diego Other Locations TX-Austin , SC-Fort Mill
Are you someone who enjoys helping businesses 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 one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.
LPL Financial is seeking talented candidates with client-facing experience and strategic financial background to partner with our business owners on the CFO Solutions team. As a CFO you are a dedicated resource for 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.
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 in developing and helping to execute 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 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
- Bachelor's degree in business, finance, or related field
- MBA or other advanced degrees 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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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.