Financial Advisor Recruitment Specialist

LPL Financial

Austin (TX)

On-site

USD 53,000 - 88,000

Full time

14 days+

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Benefits offered by this job

In-office 3 days a week (Tue–Thu)

Job summary

LPL Financial in Austin, TX is seeking a Business Development Associate to drive Financial Advisor lead flow for Recruiting. You will prospect via phone and digital channels, qualify leads, and report KPIs using Salesforce. This role emphasizes high energy, collaboration, and a path toward leadership within the regional director track. In-office is required 3 days a week.

Base salary ranges from 52,500 to 87,500 plus incentive compensation; benefits include competitive Total Rewards.

Qualifications

  • Sales experience or similar related degree.
  • We want high-energy, strong collaborators who can deliver a world-class sales experience.
  • Client-focused, team oriented and able to execute with creativity and continuous improvement.

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.

Skills

Sales experience
Prospecting
Lead qualification
Phone outreach
Relationship building
Team collaboration

Education

Related degree

Tools

Salesforce
MS Word
MS Excel
MS PowerPoint
MS Outlook

Job description

LPL Financial in Austin, TX is seeking a Business Development Associate to drive Financial Advisor lead flow for Recruiting. You will prospect via phone and digital channels, qualify leads, and report KPIs using Salesforce. This role emphasizes high energy, collaboration, and a path toward leadership within the regional director track. In-office is required 3 days a week.

Base salary ranges from 52,500 to 87,500 plus incentive compensation; benefits include competitive Total Rewards.

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