LPL Financial
2026 New Grad- Business Development Associate
LPL Financial, Boston, Massachusetts, us, 02298
Overview
Job Overview: 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. Primary prospecting is phone-based (cold-calling) with supplemental digital efforts (email campaigns and social media). There is a clear career path from BDA to Internal Regional Director (IRD) and then to Regional Director (RD) roles. Responsibilities
Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter Execute weekly prospecting campaigns using the latest news, territory makeup, and recruiter/leader direction Use independent judgment to qualify a lead and determine if it should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director Make 100 outreaches per day via cold calls, individual emails, and social media outreaches (LinkedIn) Utilize Salesforce.com to track KPIs and understand the impact of lead flow on territory funnel and results Develop skillset, knowledge base and industry experience to qualify for next level opportunities as an Internal Regional Director What are we looking for?
We want high-energy, strong collaborators who can deliver a world-class sales experience. We seek people who thrive in a fast-paced environment, are client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement. Requirements
Bachelor’s degree in Business, Finance or related areas Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters Must be in office 3 days a week (Tuesday–Thursday) Core Competencies
Highly motivated and resilient in achieving sales targets Ability to quickly build rapport, primarily via phone-based communication Comfortable with some travel, two times per year for training Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook Experience or understanding of broker/dealers, advisory, finance or sales principles *Pay does not reflect total Comp/Potential* Pay Range:
$25.24-$42.07/hour. The pay salary range is inclusive of base salary and potential incentive compensation based on the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation depends on achievement of goals. LPL Total Rewards package is designed to support your success at work, at home, and at play (401K matching, health benefits, stock options, PTO, volunteer time off, and more). Your recruiter can discuss all that LPL has to offer. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in assets for about 7 million Americans. The firm provides advisor affiliation models, investment solutions, fintech tools, and practice management services to give advisors and institutions the flexibility to choose the business model, services, and technology resources they need. At LPL, independence means advisors and institutions can choose their business model, services, and technology resources to run a thriving business. They have the freedom to manage client relationships because they know their clients best. We take care of our advisors and institutions so they can take care of their clients. For further information about LPL, please visit www.lpl.com Join LPL Financial: Where Your Potential Meets Opportunity
We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment:
We foster creativity and growth with a supportive leadership team. Learn more about our leadership team here! Limitless Career Potential:
Your career at LPL has no limits, only potential. Learn more about our careers here! Unified Mission:
We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work:
Our size enables real impact. Learn more here! Commitment to Equality:
We support workplace equality and diverse perspectives. Learn more here! Community Focus:
We care for our communities and encourage employees to give back. Learn more here! Benefits and Total Rewards:
Our Total Rewards package includes traditional and unique benefits and resources to enhance life at work and home. Learn more here! Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom. LPL will not request payment or bank/credit card information during the interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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Job Overview: 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. Primary prospecting is phone-based (cold-calling) with supplemental digital efforts (email campaigns and social media). There is a clear career path from BDA to Internal Regional Director (IRD) and then to Regional Director (RD) roles. Responsibilities
Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter Execute weekly prospecting campaigns using the latest news, territory makeup, and recruiter/leader direction Use independent judgment to qualify a lead and determine if it should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director Make 100 outreaches per day via cold calls, individual emails, and social media outreaches (LinkedIn) Utilize Salesforce.com to track KPIs and understand the impact of lead flow on territory funnel and results Develop skillset, knowledge base and industry experience to qualify for next level opportunities as an Internal Regional Director What are we looking for?
We want high-energy, strong collaborators who can deliver a world-class sales experience. We seek people who thrive in a fast-paced environment, are client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement. Requirements
Bachelor’s degree in Business, Finance or related areas Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters Must be in office 3 days a week (Tuesday–Thursday) Core Competencies
Highly motivated and resilient in achieving sales targets Ability to quickly build rapport, primarily via phone-based communication Comfortable with some travel, two times per year for training Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook Experience or understanding of broker/dealers, advisory, finance or sales principles *Pay does not reflect total Comp/Potential* Pay Range:
$25.24-$42.07/hour. The pay salary range is inclusive of base salary and potential incentive compensation based on the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation depends on achievement of goals. LPL Total Rewards package is designed to support your success at work, at home, and at play (401K matching, health benefits, stock options, PTO, volunteer time off, and more). Your recruiter can discuss all that LPL has to offer. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in assets for about 7 million Americans. The firm provides advisor affiliation models, investment solutions, fintech tools, and practice management services to give advisors and institutions the flexibility to choose the business model, services, and technology resources they need. At LPL, independence means advisors and institutions can choose their business model, services, and technology resources to run a thriving business. They have the freedom to manage client relationships because they know their clients best. We take care of our advisors and institutions so they can take care of their clients. For further information about LPL, please visit www.lpl.com Join LPL Financial: Where Your Potential Meets Opportunity
We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment:
We foster creativity and growth with a supportive leadership team. Learn more about our leadership team here! Limitless Career Potential:
Your career at LPL has no limits, only potential. Learn more about our careers here! Unified Mission:
We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work:
Our size enables real impact. Learn more here! Commitment to Equality:
We support workplace equality and diverse perspectives. Learn more here! Community Focus:
We care for our communities and encourage employees to give back. Learn more here! Benefits and Total Rewards:
Our Total Rewards package includes traditional and unique benefits and resources to enhance life at work and home. Learn more here! Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom. LPL will not request payment or bank/credit card information during the interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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