Business Exit Planning Associate

Supporting high-net-worth financial advisors, the full-time Business Exit Planning Associate will manage the development and delivery of business exit planning services, including strategy development and client education, while collaborating with various teams and maintaining a referral network. Key responsibilities: Establish and collaborate with a community of LPL Advisors to build a pipeline of investment banking referrals Contribute to maintaining and expanding the team's referral network of high-net-worth service providers Proactively source leads through LPL advisors for qualified business owners ready for sale or scale Required qualifications: Bachelor's degree Minimum of 5 years' experience in financial services or financial sales Strong personal financial planning knowledge and understanding of financial services products Experience servicing the needs of affluent and institutional clients Proficiency in MS Office and Salesforce