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About the Role
As the Business Development Associate (BDA), you will drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales through prospecting, lead qualification, and reporting. This role offers a robust career path with opportunities to promote into Internal Regional Director and Regional Director roles.
Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter
- Use the news cycle, territory makeup and direction of recruiters/leaders to execute on weekly prospecting campaigns
- Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
- Conduct 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
- Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
- Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director
Requirements
- Must be in office 3 days a week (Tuesday - Thursday)
- Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
Skills
- Phone based communication
- MS Word
- MS Excel
- MS PowerPoint
- Salesforce
- MS Outlook
Location
- Onsite (3 days/week)
Work Type
- Full-time
- 40 hours per week
Experience Level
- Early career
Education Level
- Bachelor’s degree in Business, Finance or related areas
Salary/Compensations
- 52,500.00 - 87,500.00
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
About the Company
- LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.
- 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.
- 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.
- We take care of our advisors and institutions, so they can take care of their clients.
Equal Opportunity
- Principals only. EEO.