Advisor Recruitment & Growth Specialist

LPL Financial

Fort Mill (SC)

On-site

USD 52,500 - 87,500

Full time

14 days+

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Job summary

LPL Financial in Fort Mill, SC is seeking a Business Development Associate to drive Financial Advisor lead flow to the Advisor Recruiting team. You will prospect via phone, email, and social channels, qualify leads, and report on results with Salesforce.

Ideal candidates have sales experience, a related degree, and strong communication skills. This fast-paced role requires office presence, occasional travel for training, and a collaborative, client-focused mindset.

Qualifications

  • Sales experience or related degree.
  • Strong communication and presentation skills.
  • Ability to work in a fast-paced, goal-driven environment.

Responsibilities

  • Prospect financial advisors to gauge interest in meetings with a LPL recruiter.
  • Execute weekly prospecting campaigns using news, territory data and recruiter direction.
  • Qualify leads with independent judgement for pipeline progression.
  • Perform 100 outreaches per day via cold calls, emails, and social media.
  • Use Salesforce to track KPIs and territory funnel impact.
  • Develop skills to qualify for the next level opportunity.

Skills

Sales experience
Cold calling
Lead qualification
Salesforce
Communication
Team collaboration
Territory prospecting

Education

Bachelor's degree or related

Tools

Salesforce
MS Word
MS Excel
MS PowerPoint
MS Outlook

Job description

LPL Financial in Fort Mill, SC is seeking a Business Development Associate to drive Financial Advisor lead flow to the Advisor Recruiting team. You will prospect via phone, email, and social channels, qualify leads, and report on results with Salesforce.

Ideal candidates have sales experience, a related degree, and strong communication skills. This fast-paced role requires office presence, occasional travel for training, and a collaborative, client-focused mindset.

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