- Building and maintaining relationships with financial advisors: This involves conducting regular meetings, providing support, and understanding their unique needs.
- Providing education and training to advisors: This includes educating advisors on products and services, market trends, and implementation strategies.
- Creating a timely and relevant curriculum for advisors on a monthly/quarterly basis, distributed virtually and in person
- Participate in planning and delivering the Good Life Annual Advisor Conference
- Provide Practice Level Insights to EVP and Leadership Team, focusing on trends and opportunities in the Good Life Advisor population.
- Collaborating with internal teams: This involves working closely with internal teams such as product development and marketing to ensure that advisors have access to the most up-to-date information.
- Conducting research and analysis: This involves analyzing industry trends and identifying new business opportunities.
- Support the Good Life Performance Enhancement Team through tracking advisor performance, analyzing data, and providing feedback and recommendations to help them improve.
- Support the growth of Good Life’s Prime Partnership platform by developing data-driven insights, criteria, and recommendations that inform targeted engagement strategies.
- Identify, solve for, and communicate opportunities of growth and untapped resources with the executive leadership team.
- Talk with and visit existing clients to understand, evaluate, and guide opportunities for same-store sales.
- Manage and evaluate direct reports to empower and guide their success while considering the client-facing value of their products and services.
- Stay up to date with new product launches and ensure the Performance Enhancement Team is aligned and supportive.
- Bachelor’s degree in business, Finance, or related field of study required.
- Master of Business Administration, Finance, or Economics preferred.
- 5 years of progressive sales and/or business development experience within the financial industry required. Advisor Support Roles Preferred
- 3 years + Wholesaling, Educating
- Strong familiarity with CRM systems (including Salesforce) preferred.
- Coaching Certifications preferred
- Series 7, 66, and 24 preferred
- Strong alignment with Good Life values in Winning Together:
- Being the best takes 110%
- Deliver on Your Promises
- Be Curious & Embrace Change
- Serving on Purpose for the Greater Good
- Ability to build trust and credibility across the firm and with Good Life clients
- Exceptional communication and critical thinking skills; adept at connecting dots and extracting insights.
- Grace under pressure, reliability, and a reputation for excellence in execution.
Top Skills
What We Do
Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout the lifecycle of their business, including a turnkey platform to launch their business; services to manage the practice; investment management, financial planning, and insurance services to grow their client relationships; and partnership to support strategies for growth and monetization. Securities offered through LPL Financial Member FINRA/SIPC. (www.finra.org/www.sipc.org) Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Companies and Good Life Advisors, LLC, are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
