AVP, Desk Manager
LPL Financial - Fort Mill, SC
Hiring: AVP, Desk Manager Company: LPL Financial Location: Fort Mill, SC Job Posted Time: 2026-09-16 12:37:14 Target Skills & Keywords : Microsoft Office, Series 7, Wealth Management About the job Experience: •3-5 years’ previous experience within the financial services industry •5 years’ previous experience within the financial services industry Required Skills: •Act as a “Player Coach” and lead by example, with the ability to field advisor calls and emails directly when necessary •Onboarding and training of new hires •Embody the firm’s mission and values by fostering a culture of engagement, diversity and inclusion •Utilize principles of continuous improvement and advisor feedback to streamline and enhance team operating procedures •Results focused, with a strong understanding of how to educate and reinforce •Establishing, communicating and reporting on ongoing metrics and targets for team members •Lead and oversee performance management and accountability of the overall team •Conducting recurring team meetings and 1:1’s with direct reports Qualifications: •Positive, customer-focused attitude and demeanor with desire to provide outstanding service •Superior communications skills, both verbal and written, with the ability to cogently explain and discuss financial information to different audiences •Desire to contribute to the success and growth of an organization •Interest in continued development of analytics to measure effectiveness of team’s efforts •Proficiency in Microsoft Office Suite •Financial industry or service-oriented certifications are a plus Compensation: •$103,515 - $172,525 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!