LPL's CFO Solutions department fosters a culture of product innovation, entrepreneurship, and empowerment. Our team is looking for a talented Finance leader and influencer with client facing experience and a strategic financial background.
In this role you are a dedicated resource to select business owners to act as an outsourced strategy and finance partner. Helping them understand their financials and underlying business metrics. You will provide data driven decision making to help the business grow top line revenue, bottom line profits and increase their business valuation. As an outsourced strategy and finance partner you will be an objective, credible, and dedicated financial and strategic expert who drives the creation of a plan to grow and increase advisors business value. You will be a trusted partner with your advisors and hold them accountable to achieve business goals
This program is designed to accelerate advisors growth (organic and inorganic) by having them understand the value of their business and growth potential, implementing tailored growth strategies, and providing early access to M&A opportunities for business expansion. This program allows advisors to spend more time with their clients as you will be the financial expert providing financial analysis, insights and business metrics. As a dedicated resource you are also responsible for providing easy to understand and interpret summarized forecasts, budgets, cost benefit analysis, and accounting information. Finally, this program allows advisors to achieve peace of mind by providing subject matter expertise to advisors regarding their business structure, providing access to LPL capital with favorable terms, strategies to prepare their business for liquidation, and access to succession planning solutions.
Advisor M&A and Succession Planning support
Advisor access to capital
Ad-hoc business analysis, reporting and decision support
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning lifes 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 @lpl.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.Posted TodayFull timeR-008966
As the nations leading independent broker-dealer*, we offer an
integrated platform of proprietary technology, brokerage, and
investment advisor services to more than 14,000 financial
advisors and approximately 700 financial institutions, enabling
them to help their clients turn life's aspirations into financial
realities. We also support more than 4,000 other financial
advisors with customized clearing solutions, advisory
platforms, and technology.
Weve told you what we do for our customers, but what can we
do for you?
Well provide you with a work environment that encourages your
creativity and growth, a leadership team thats supportive and
responsive, and the opportunity to create a career that has no
limits, only amazing potential.
*As reported by Financial Planning magazine, June 1996-2017,
based on total revenue.