Do you have a passion for strategy, finance, and providing an exceptional client experience?

Do you want to be a part of an entrepreneurial, fast-growing, and innovative team?

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 20,000 financial advisors, which includes 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking talented candidates with client-facing experience and strategic financial background to partner with our independent financial advisor business owners on the Business Strategy Services team. As a CFO & Strategist you are a dedicated resource for business owners and act as an outsourced strategy & finance partner in helping them understand their financials and underlying business metrics. You will provide strategic direction and data-driven decisions to help the business grow top-line revenue, bottom-line profits, and increase their business valuation.

The position is remote-eligible, with primary office locations in San Diego, Fort Mill, SC, and Austin, TX.

Responsibilities:

• Provide credible and objective, strategy and financial consulting support with analytical expertise in an effort to drive improved profitability, organic and inorganic net new asset growth, and ultimately enhanced satisfaction and retention of our advisors and institutions

• Produce comprehensive financial analyses of advisor practices in order to help business owners better understand their value, including profitability, cash flow, areas of opportunity, and the impacts of shifts in their business

• Act as a trusted accountability partner in developing and helping to execute business plans that take advantage of the areas of opportunity identified

• Assist in the design, implementation, and execution of the program

• Partner with other groups to help facilitate M&A, provide capital and other services to growing businesses

• Contribute to Business Strategy Services team knowledge and assist in growing and scaling the team

Please note: Additional responsibilities or duties may be assigned to you as needed or determined.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement

Requirements:

• Bachelor's degree in business, finance, or related field

• Basic knowledge of financial products, the industry, and end investor

• Up to 25% travel anticipated

Preferences:

• MBA or other advanced degrees a plus

• CVA or other valuation designation a plus, as are other financial designations (i.e. CFA, CPA, etc.)

Business Strategy Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.