LPL Financial
Overview
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. Responsibilities
Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter Use the news cycle, territory makeup and direction of the 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 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 to qualify for next level opportunity as an Internal Regional Director What we are looking for
We want high-energy, strong collaborators who can deliver a world class sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are 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 by achieving sales targets consistently 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 principals Pay Range
$27.76-$46.27/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon 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 is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to 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 brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. They emphasize independence and the freedom to manage client relationships in their own way. For more information, visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance and 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. Limitless Career Potential: Your career at LPL has no limits, only potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size enables real impact. Commitment to Equality: We support workplace equality and diverse perspectives. Community Focus: We care for our communities and encourage employee involvement. Benefits and Total Rewards: A comprehensive package including traditional and unique benefits and resources. EEO statements and information on applications: Principals only. Information on interviews and process follows standard LPL guidelines. LPL will communicate with applicants from an @lplfinancial.com email address and will not request payment or banking information during interviews. For questions, contact LPL Human Resources Solutions Center at (855) 575-6947. EEOC/Applicant information: Please visit LPL’s careers page for more details. 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 forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Location notes: Chicago, IL. Seniority level
Entry level Employment type
Full-time Job function
Business Development and Sales Note: Referrals increase your chances of interviewing at LPL Financial. Salary ranges and postings shown are for example purposes and may vary by location.
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What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. Responsibilities
Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter Use the news cycle, territory makeup and direction of the 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 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 to qualify for next level opportunity as an Internal Regional Director What we are looking for
We want high-energy, strong collaborators who can deliver a world class sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are 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 by achieving sales targets consistently 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 principals Pay Range
$27.76-$46.27/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon 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 is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to 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 brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. They emphasize independence and the freedom to manage client relationships in their own way. For more information, visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance and 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. Limitless Career Potential: Your career at LPL has no limits, only potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size enables real impact. Commitment to Equality: We support workplace equality and diverse perspectives. Community Focus: We care for our communities and encourage employee involvement. Benefits and Total Rewards: A comprehensive package including traditional and unique benefits and resources. EEO statements and information on applications: Principals only. Information on interviews and process follows standard LPL guidelines. LPL will communicate with applicants from an @lplfinancial.com email address and will not request payment or banking information during interviews. For questions, contact LPL Human Resources Solutions Center at (855) 575-6947. EEOC/Applicant information: Please visit LPL’s careers page for more details. 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 forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Location notes: Chicago, IL. Seniority level
Entry level Employment type
Full-time Job function
Business Development and Sales Note: Referrals increase your chances of interviewing at LPL Financial. Salary ranges and postings shown are for example purposes and may vary by location.
#J-18808-Ljbffr