LPL Financial

Compensation

Full Description

Job Description: • Manage branch office support staff, which includes, but not limited to, compensation and performance management, time management and capacity planning, goal setting, career development, etc. • Foster a culture of coaching, learning and development with a strong emphasis on skills and behaviors that contribute to advisor satisfaction. • Contribute to the development of the branch office support staff hiring strategy which aims to successfully identify, attract, onboard, and retain top talent. • Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs. • Act as liaison between advisors and LPL service and operations; advocate for advisor and client needs, overseeing and supporting case managers dedicated to resolving complex and high priority issues. • Execute on support staff training programs focused on skill advancement and career progression; help to identify and implement program improvements informed by advisor and staff feedback. • Partner with the National Branch Manager on the admin vertical program design strategy and implementation Requirements: • 2+ years brokerage/financial services industry knowledge • FINRA Series 7/66 or completion of licenses within 90 days • 2+ years knowledge and breadth of experience in financial services with background across both W2 and 1099 advisor models • Ability to travel up to 40% throughout the year Benefits: • 401K matching • health benefits • employee stock options • paid time off • volunteer time off