Regional Branch Growth Leader – Wealth Management

LPL Financial

New Jersey

On-site

USD 204,867 - 341,445

Full time

14 days+
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Benefits offered by this job

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Job summary

LPL Financial in the United States is seeking a Field Leader to support and empower financial advisors within its independent channel. This key leadership role requires 7+ years of branch experience and aims to enhance productivity across multiple branches in the Northeast territory.

The ideal candidate will find success in collaborating with advisors, managing talent, and driving strategic growth, making a significant impact within the organization.

Offering competitive compensation and benefits, LPL values creativity and commitment to client success.

Qualifications

  • 7+ years of branch experience as a branch manager or in branch operations/service.
  • 10+ years of financial services experience.
  • Series 7, 66, 9, and 10 certifications.

Responsibilities

  • Partner with advisors to create and implement business growth.
  • Maintain high advisor retention and satisfaction.
  • Support recruitment of advisors and help transition them to LPL.

Skills

Strong collaboration
Problem solving
Talent management
Communication skills

Education

Bachelor's degree

Job description

LPL Financial in the United States is seeking a Field Leader to support and empower financial advisors within its independent channel. This key leadership role requires 7+ years of branch experience and aims to enhance productivity across multiple branches in the Northeast territory.

The ideal candidate will find success in collaborating with advisors, managing talent, and driving strategic growth, making a significant impact within the organization.

Offering competitive compensation and benefits, LPL values creativity and commitment to client success.

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