Do you believe it's imperative that today's financial advisors inject next-generation talent into their practices?

That a fresh perspective to serving clients and helping to attract younger ones is critical to long-term success?

Are you organized, solution-oriented and passionate about delivering results?

Does thinking outside the box, optimizing processes, and educating people excite you?

If so, then this could be the role for you!

LPL's Advisor Institute helps people who aspire to become financial advisors achieve that goal. We partner with established financial advisors who qualify to become sponsors-or managing advisors-and have committed to growing their teams. We offer training programs are designed to jumpstart the career of new to the industry candidates so they can make an immediate impact upon joining their sponsor's team. Our training professionals help them learn the fundamentals of the business, navigate the logistics of licensing, and provide mentorship along the way to ensure their success. We also offer opportunities to more established advisors committed to life-long learning and upskilling to stay at the top of their game.

Responsibilites:

End-to-end management of training programs including things such as:

• Marketing Advisor Institute and our offerings to drive awareness and engagement




• Shaping and implementing an approach to find, attract and source early career advisors and successfully pair these candidates with existing practices




• Delivering modern learning experiences that provide the knowledge and skills a candidate needs to maximize their productivity and overall impact; Traveling as needed to achieve program outcomes




• Assessing program effectiveness with an eye to identifying gaps and determining-then prioritizing and addressing-training needs or areas of improvement




• Designing, building and activating new lessons or programs that are relevant and address both advisor needs and business objectives; Staying abreast of trends and tools in the training and development space




• Managing the integration of training partners such as guest speakers/subject matter experts and vendors into programs




• Developing and executing a multi-pronged feedback strategy to identify learnings and gain valuable insights that can be used to enhance the outcome for participants who enroll in our programs




• Setting, tracking and measuring impact relative to key business goals

What does your success look like in the first 90 days?

In the first 90 days a successful candidate will learn about LPL, our business, structure and team; get up to speed on the program line up; immerse themselves in all aspects of the training programs they will oversee; take over delivering or facilitating programs; and begin to formulate an approach for evaluating the current state.

What are we looking for?

We want strong collaborators who can deliver a top-notch, diverse learning experience. We are looking for organized candidates who thrive in a fast-paced environment, are results-focused, team oriented, and are able to execute in a thoughtful way that encourages creativity and continuous improvement.

Requirements:

• To develop and deliver the most successful training experiences, the candidate will need to be organized and highly collaborative-with the ability to engage on multiple levels with key stakeholders and program participants to (internal and external) training partners and subject matter experts.




• The ideal candidate will have solid presentation and communication skills and must be equally competent at engaging and instructing a large group as they are in a one-to-one coaching session.




• This professional must have the ability to present complex information simply and clearly-breaking down difficult concepts into smaller, more bite-sized teachings




• A successful candidate will have the ability to recognize and address opportunities to improve how programs are run and increase the value and overall experience of the participants

Preferences:

• Previous experience in a training/training facilitator role is preferred




• Experience as a financial advisor or similar industry experience a plus (CFP, Series 7 and 66)




• BS in Education, Training, HR, Communications, or related field a plus




• Proficient in MS PowerPoint, Excel, Word, Outlook, as well as platforms such as SalesForce and online training delivery technologies

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 areone 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 areone 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.