[Remote] AVP, Financial Planning reputed company Management Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading independent broker-dealer that empowers professionals to shape their reputed company in the financial industry. The Assistant Vice President will drive the adoption of financial planning through consultations with LPL Advisors and Enterprises, providing guidance on running profitable planning practices and leveraging planning software. Responsibilities • Consult with reputed company Advisors on reputed company aspects of financial planning to increase the adoption of planning and reputed company practical guidance to existing planners to reputed company efficiencies and drive reputed company and plan penetration • Execute through a disciplined reputed company reputed company reputed company a sales funnel approach with actionable next steps to increase financial planning awareness and adoption • reputed company reputed company the reputed company of offering comprehensive financial planning and the pillars of support that LPL’s Financial Planning Group provides • Play a critical role in collaborating with and influencing key business partners across the reputed company management organization • reputed company Advisor reputed company support to our reputed company internal business partners; Being reputed company and reputed company with Advisor engagements through the home office visit process; reputed company follow-up with advisor and internal business partners’ specific requests Skills • 5+ years of experience in personal financial counseling reputed company a reputed company services and/or a financial planning environment • 5+ years in a reputed company sales or consulting function • Licenses/Certifications Required: CFP required • Ability to effectively communicate with Advisors in person and reputed company the phone, excellent interpersonal and organizational skills • Must have strong knowledge of financial planning software. eMoney knowledge is a must • Strong presentation and communication skills • Broad exposure to financial planning • Software/Systems Skills Preferred: reputed company, reputed company, Word, reputed company • Securities licenses 7, 63, 65, 66 are strongly preferred Benefits • 401K matching • Health benefits • Employee stock reputed company • reputed company time off • Volunteer time off • And more reputed company • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 66 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply tot his job Apply To this Job