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AVP, Associate Regional Investment Director
LPL FinancialAVP supporting a team of Financial Advisors within LPL’s Bank & Credit Union Managed Affiliation Model. Focused on driving growth, performance, and client engagement in financial services.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningManaged MoneyInsuranceSales EffectivenessPractice ManagementRisk and ComplianceCoachingPerformance Data AnalysisChange ManagementAdvisor Development
Soft Skills
Client Relationship ManagementTeam CollaborationAccountabilityContinuous ImprovementProblem SolvingCommunicationLeadershipCoachingStrategic AlignmentAdaptability
Tools & Technologies
MS-WordMS-PowerPointMS-OutlookMS-ExcelFinancial Advisory ToolsPerformance Management SystemsClient Engagement PlatformsCompliance Management SystemsCRM SoftwareData Analysis Tools
Industry Keywords
Financial ServicesWholesalingFinancial ConsultantAdvisor HeadcountAUM GrowthGrowth InitiativesRegulatory RequirementsStrategic PrioritiesMarket TravelBusiness Development
About the role
Key responsibilities & impact- Support the execution of program goals and management objectives, with a strong focus on Financial Planning, Managed Money, and Insurance business growth.
- Partner with the Regional Investment Director to drive results across key performance indicators, including AUM growth, productivity, and advisor headcount.
- Provide hands-on coaching and development to Financial Advisors to enhance sales effectiveness, deepen client relationships, and improve adoption of core solutions.
- Reinforce consistent use of financial planning and advisory tools to promote holistic client engagement and strong practice management discipline.
- Assist in managing relationships with bank and credit union partners, ensuring alignment to strategic priorities and supporting execution of growth initiatives.
- Identify opportunities within the advisor population through performance data and field observation; implement targeted actions to improve outcomes.
- Support recruiting efforts by helping to identify, attract, and onboard high-quality Financial Advisors into the program.
- Act as a day-to-day resource for advisors, helping to resolve challenges, remove barriers, and escalate complex issues as appropriate.
- Help maintain a strong risk and compliance culture by reinforcing adherence to regulatory requirements and program policies.
- Contribute to a positive team culture that emphasizes accountability, collaboration, and continuous improvement.
- Support change management efforts by helping advisors navigate evolving program initiatives, tools, and expectations.
Requirements
What you’ll need- Bachelor's Degree (concentrations in: Finance, Economics, Marketing or other business related fields)
- 5+ years of experience in the Financial Services sector: Wholesaling, Financial Consultant, Coaching/Development – with at least 2 of these years in a Financial Services leadership role
- 5+ years of experience utilizing MS-Word, MS-PowerPoint, MS-Outlook, MS-Excel
- Must be able to travel within this market on a regular basis in support of program priorities
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off