About this role
AVP, Advisory Consulting at Lplfinancial. Location: Fort Mill or Charlotte. Role: driving adoption, consulting advisors, conducting meetings Requirements: 7+ years in financial services; FINRA Series 7 and 66 (or 63 and 65); strong presentation, sales, and communication skills; demonstrated financial services success. Category: Business Development Seniority: Senior Level Certifications: series 7, series 66, series 63, series 65, cfp, cfa, cima, cws Commitment: Full Time Workplace: Field Languages: English