About this opportunity
LPL Financial LLC lists this Head of Institutional Advisor Growth opportunity in town of charlotte, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
LPL Financial is seeking an Institutional Segment Advice Manager to lead a team of licensed financial advisors serving bank and credit union clients. You will develop talent, deepen client relationships, and drive sales performance in a phone-based advice model.
You will collaborate with institutional leaders to deliver holistic financial guidance, monitor metrics, and oversee workforce resources to optimize program outcomes.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.