Insurance Investment Consultant at Mercer collaborating with clients on investment portfolio needs. Involves analysis, research, and communication in a supportive hybrid work environment.
About the role
- Financial Wellness Advice Leader overseeing a team of advisors delivering investment solutions at LPL Financial. Ensuring service excellence and managing day-to-day operations for licensed advisors.
Responsibilities
- Oversee a team of Financial Wellness Advisors delivering investment solutions and holistic financial guidance to LPL Financial employees.
- Ensure a high-quality, phone-based advice experience, set planning standards, and drive outcomes centered on service excellence.
- Manage day-to-day operations for a team of licensed advisors including coaching, performance reporting, and client escalation handling.
- Collaborate across the business to improve productivity and employee experience.
- Monitor advisor productivity, planning output, QA scores, and service metrics; create and present reports on trends and progress toward program goals.
Requirements
- FINRA Series 7 and 66 (or 63 and 65);
- supervisory licenses such as FINRA Series 9/10 are a plus and may be expected within the first six months.
- 2+ years of previous management experience leading advisors
- 3+ years of investment/advisory experience.
- CRPC®, CFP®, or similar designation.
- Proven ability to coach to service quality and planning outcomes in a phone-based advice model.
- Excellent communication skills; strong judgment, integrity, and risk awareness.
- Proficiency in Microsoft Office and web-based applications; comfort with reporting and QA tools.
- Comprehensive industry and investment knowledge; experience leading service or advice teams.
- Experience in virtual/call center advice environments; familiarity with planning software and CRM.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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