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LPL Financial/Curated role

AVP, Annuity & Insurance Growth - Advisor Engagement

Fort Mill, 8 locationsFull-timePosted 36 days ago0 applicants
On-siteTechnology$29,715 – $92,121
Accepting applications
$29,715 – $92,121/ year
Type
Full-time
Mode
On-site
Level
Open

About the role

  • Where Ambition Meets Innovation
  • Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview The AVP, Growth and Advisor Enablement supports the advancement and adoption of LPL’s annuity and insurance product lines by executing targeted growth and engagement strategies. This role focuses on translating product capabilities into practical, advisor-ready solutions and programs that improve awareness, usability, and incorporation into advisor practices. Working in close partnership with internal stakeholders, distribution teams, and strategic partners, this position contributes to the development and implementation of initiatives that enhance advisor experience and drive increased utilization of annuity and insurance solutions. The AVP plays a key role in delivering measurable outcomes through campaigns, training, and feedback-driven enhancements, while helping to inform broader strategy through insights and analysis. Roles & 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 What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates  pursue greatness, act with integrity , and are  driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we  win together  and  create and share joy  in our work. 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. Core Competencies
  • Experience supporting go-to-market execution, advisor engagement, or product enablement initiatives Ability to simplify and communicate complex product capabilities into actionable guidance for advisors
  • Experience collaborating with internal teams and external partners (e.g., carriers, asset managers)
  • Strong communication and presentation skills with ability to influence cross-functional partners

Preferences

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

Pay Range $109,283.00 - $182,104.00   Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer! Company Overview 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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.

For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.

They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com .

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position.

Principals only. EOE.

Information on Interviews LPL will only communicate with a job applicant directly from an  @lplfinancial.com  email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.

Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26

Skills mentioned

advisor engagement
annuity product knowledge
insurance product knowledge
go-to-market execution
product enablement
advisor training
campaign management
data analysis

Benefits and perks

Student and Early in Career
Internship Programs
Internship Process
A Day In The Life
Full-time Programs
Join Talent Community

Additional details

Pay Range $109,283.00 - $182,104.00 Actual base

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