Advisors
Options for a True Career Path
Work where independent thinking and collaboration go hand in hand. Experience a culture that thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives. At Retirement Strategy Centers, your talents, skills, and insights can make a difference.
Explore all the opportunities we may have and can create, as we help you redefine and grow in an institution relationship in new and powerful ways.
Our focus is on you.
We want to hear from you how we can best fit you into a true career path.
- One that is long-lasting and not just a steppingstone.
- One that provides for you and your family needs.
- One that provides consistent leads and a culture where you can thrive and serve a community.
- One that provides on-going coaching, guidance, and training.
- One that is supported by LPL Financial the #1 provider of 3rdParty Investment Services to Banks and Credit Union*
- And one that can provide a path for retirement.
*2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
The RSC model provides greater revenue potential and consistent lead generation unlike current referral programs.
Whether you are newer to the industry, a second career financial professional, or a seasoned adviser with years of experience, we want to help you explore an opportunity with one of our institutions.
Contact: Liz Derrick
Vice President, Partnership Development
Direct: 248-485-8102 | Email Elizabeth.Derrick@lpl.com
A Cross-Platform Advisor is compliance approved to provide investment and financial planning services under two platforms; as an Independent Advisor (own practice) and Institution Advisor Services (in partnership with an institution). To work both platforms, an advisor must be well organized and have strong skills in time management and be willing to spend most of their time serving the institution.
This is for special niche of financial advisors who can highly perform in the marketplace.
Our focus is on you.
We want to hear from you how we can best fit you into a true career path.
- One that is long-lasting and not just a steppingstone.
- One that provides for you and your family needs.
- One that provides consistent leads and a culture where you can thrive and serve a community.
- One that provides on-going coaching, guidance, and training.
- One that is supported by LPL Financial the #1 provider of 3rdParty Investment Services to Banks and Credit Union*
- And one that can provide a path for retirement.
*2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
The RSC model provides greater revenue potential and consistent lead generation unlike current referral programs.
Contact: Liz Derrick
Vice President, Partnership Development
Direct: 248-485-8102 | Email Elizabeth.Derrick@lpl.com
We want to help you with your vision.
Because realizing your vision will require change, Retirement Strategy Centers and LPL Financial Consultants will design a transition strategy just for you.
To ensure your transition is seamless, you’ll be working with RSC Leadership and connected with an experienced support team to answer your questions and creatively develop solutions for your specific needs. Training, planning, analysis, and compliance readiness are all areas that we will assist you with to help you get ready and stay ready.
Your transition to LPL Financial is the first step in a long partnership focused on your success. No matter how complex your move to LPL is, your dedicated onboarding team will navigate every scenario at every step and match the right resource.
We are very transparent and want you to do your due diligence. Both Retirement Strategy Centers and LPL Financial will answer your questions with truths not fiction. We have a team of experienced specialists and consultants who you will interact with and learn first-hand the depths in which we take to review all areas of your business including but not limited to, compliance, legal, product and platforms, research, technology, operations, service, and support.
Together with LPL Financial, we take the same care and expertise to transition assets to your partnership with us. Look to us for:
- Dedicated assistance and support
- Asset mapping to LPL platforms
- Consultation for non-transferable assets and proprietary products
- Comprehensive practice analysis for growth opportunities
- Training for you and your team on products, tools, and resources
- Develop solutions specific to your business needs
Our focus is on you.
We want to hear from you how we can best fit you into a true career path.
- One that is long-lasting and not just a steppingstone.
- One that provides for you and your family needs.
- One that provides consistent leads and a culture where you can thrive and serve a community.
- One that provides on-going coaching, guidance, and training.
- One that is supported by LPL Financial the #1 provider of 3rd Party Investment Services to Banks and Credit Union*.
- And one that can provide a path for retirement.
Our new paradigm model is here for institution advisors, and we are here for you!
Whether you are new to the industry, a second career financial professional or a seasoned advisor with years of experience contact us to explore an opportunity for you!
Contact Liz Derrick, Vice President of Partnership Development
(248) 485-8102 or email Elizabeth.Derrick@lpl.com.
*2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.