Business Development Associate

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 in order to qualify for next level opportunity as an Internal Regional Director 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 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. The LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. 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 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, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. All employees and applicants are covered under Equal Employment Opportunity and EEO‑A pursuant to Executive Order 11246. AA/EEO/ADA. #J-18808-Ljbffr LPL Financial