LPL Financial LLC logo

Business Development Associate

LPL Financial LLC

  • San Diego, CA
  • 2 days ago

    Highlights

    Make 100 outreaches per day – primarily cold calls, followed by individual emails and social media outreach (LinkedIn).Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on the territory funnel and results. 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.

    Numbers & Facts

    LocationSan Diego, CA
    IndustryFinancial Services
    Company Size2,500 to 4,999 employees
    Websitehttps://lplfinancial.lpl.com

    Description

    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.Primary prospecting will be phone‑based (cold‑calling) with supplemental efforts including digital means such as email campaigns and social media outreach.Responsibilities Prospect financial advisors to gauge or create interest in meeting with a LPL recruiter.Use the news cycle, territory makeup, and direction of recruiters or leaders to execute on weekly prospecting campaigns.Use independent judgment to qualify a lead, determining if it should be introduced to the pipeline by presenting it to the Internal Regional Director or Field Regional Director.Make 100 outreaches per day – primarily cold calls, followed by individual emails and social media outreach (LinkedIn).Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on the territory funnel and results.Develop the skill set, knowledge base, and industry experience required to qualify for the next‑level opportunity as an Internal Regional Director.Requirements Bachelor's degree in Business, Finance, or related fields.Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters.Must be in office three days a week (Tuesday–Thursday).Core competencies: highly motivated and resilient in 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, and MS Outlook.Experience or understanding of broker/dealers, advisory, finance, or sales principles.Compensation & Benefits Pay includes a base salary and potential sales incentive compensation based on the applicable incentive plan. The base salary is determined by factors such as skill, experience, education, peer comparisons, performance, and geographic location. Incentives are contingent upon achieving established goals.LPL Total Rewards is competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.Legal Principals only. EOE.#J-18808-Ljbffr

    About Company

    About LPL Financial:

    LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

    Our Culture:

    If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

    We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

    Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

    *As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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