Business Development Associate

LPL Financial LLC; Town of Charlotte, Fort Mill (NY, SC); On-site; USD 34,770 - 57,955; Full time

Benefits offered by this job

401(K) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Business Development Associate (BDA) in Town of Charlotte, NY to drive lead flow for the Advisor Recruiting team. This role focuses on reaching out to financial advisors via phone, email, and social media to qualify leads and boost sales.

Key responsibilities include prospecting, utilizing Salesforce to track performance, and achieving sales targets. Candidates should have a Bachelor's degree in Business or Finance and effective communication skills, along with the motivation to succeed.

The compensation offers a pay range of $25.24–$42.07 per hour with additional benefits and rewards.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Effective communication with leadership and internal recruiters.
• Proficiency in Salesforce and MS Office suite.

Responsibilities

• Prospect financial advisors for recruitment.
• Execute weekly prospecting campaigns.
• Track KPIs using Salesforce.

Skills

Effective communication

Sales prospecting

Building rapport

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

Job Overview

As the Business Development Associate (BDA), you will drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales through phone-based prospecting, email campaigns, and social media outreach. You will qualify leads, present high‑quality prospects to managers, and track results in Salesforce.

Responsibilities

• Prospect financial advisors to gauge or create interest in meeting with an LPL recruiter.
• Use the news cycle, territory makeup, and recruiter direction to execute weekly prospecting campaigns.
• Use independent judgement to qualify a lead, determining whether to introduce it to the pipeline by presenting to the Internal Regional Director or field Regional Director.
• Make 100 outreaches per day—primarily cold calls, 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 knowledge and industry experience to qualify for the next level opportunity as an Internal Regional Director.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Effective communication with leadership, field recruiting professionals, and internal recruiters.
• Must be in the office 3 days a week (Tuesday–Thursday).

Core Competencies

• Highly motivated and resilient, consistently achieving sales targets.
• Rapid rapport building via phone communication.
• Comfortable with occasional travel (twice per year for training).

Technical Skills

• Proficient with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
• Understanding of broker/dealer, advisory, finance, or sales principals.

Compensation

Pay does not reflect total compensation potential.

Pay range: $25.24–$42.07 per hour. Base salary is determined by skill, experience, education, peer benchmarks, and geography. Incentive compensation is tied to achievement of goals per the incentive plan.

LPL Total Rewards package includes 401(K) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO Statement

Principals only. EOE.