AVP, Annuity & Insurance Growth - Advisor Engagement at LPL Financial | San Diego, CA | $109K/yr – $182K/yr

LPL Financial

AVP, Annuity & Insurance Growth - Advisor Engagement

San Diego, CA (On-site)

$109K/yr – $182K/yrSenior Level5+ years expFull time

Posted 1 month ago

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Job Summary

Drive adoption of annuity and insurance products among the advisor base while shaping advisor experiences with tools and programs, backed by a data driven feedback loop for constant improvement.

Drive adoption and utilization of annuity and insurance products across the advisor base.
Lead advisor engagement initiatives including campaigns, training, and events, with metrics to prove impact.
Create a data driven feedback loop from advisor insights to inform continuous improvement and growth with senior leadership.

Job Description

Responsibilities

Support initiatives to increase adoption and utilization of annuity and insurance products across the LPL advisor base
Execute programs that enhance advisor experience with tools, platforms, and solutions supporting annuity and insurance offerings
Develop and deliver advisor engagement efforts, including campaigns, training, and events, and track performance against defined metrics
Contribute to a data-driven feedback loop by gathering, analyzing, and synthesizing advisor insights to inform continuous improvement
Partner with senior leadership to support growth and profitability objectives for annuity and insurance product lines

Requirements

Undergraduate degree in Business, Finance, or related.
5-7+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles.
FINRA licenses 6 and 63 or willing to obtain.

Preferred

CFP, CFA, or MBA.
Series 7, 24, or 66.

Benefits

401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL Financial

3.6 Glassdoor

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Founded in 1989

San Diego, California, USA

14K employees (392 in marketing)

www.lpl.com

59% recommend to a friend

76% CEO approval