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VP, Business Consultant
LPL FinancialBusiness Consultant assisting financial advisors with projects and operational improvements. Collaborating with teams to deliver world-class service and increase profitability.
Posted 6/24/2026full-timeRemote • Colorado • 🇺🇸 United StatesLead💰 $124,115 - $206,824 per yearWebsite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
data analysisbusiness project managementproblem assessmentrecommendation formulationsolution presentationbusiness plan implementation
Soft Skills
client collaborationcommunicationorganizational skillsinterpersonal skills
Tools & Technologies
SalesforceRedtailWealthboxE-Money
Certifications & Qualifications
Series 7Series 63Series 65Series 66
Industry Keywords
financial servicesconsultingbusiness management
About the role
Key responsibilities & impact- Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations
- Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation
- Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.)
- Analyze and interpret data to identify areas of improvement
- Formulate recommendations and solutions and present to clients
- Partner with the clients to implementing plans and resolve any issues
- Help advisors navigate products and services available
- Collaborate with internal teams and external partners
- Facilitate completion and implementation of advisor business plans
Requirements
What you’ll need- Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
- 10+ years of experience in the financial services industry and consulting.
- Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, Wealthbox, E-Money).
- Series 7, 63, 65, and/or 66 licenses.
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- volunteer time off
- discretionary bonus