Regional Branch Leader: Growth & Advisor Success

LPL Financial; Kentucky; On-site; USD 205,000 - 341,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

PTO

Volunteer time off

Job summary

LPL Financial is seeking a senior leader to support the Linsco advisor channel, overseeing profitability across multi-branch operations. The role reports to the National Branch Manager and requires extensive branch leadership experience and FINRA licenses.

Ideal candidates have 10+ years in financial services, strong collaboration skills, and a proven ability to recruit and transition teams to a unified platform. Travel to branch offices is required.

Qualifications

• 7+ years in branch leadership/operations/administration
• Bachelor’s degree required
• Series 7, 66, 9, and 10 are required
• 10+ years of financial services experience
• Willingness to travel to branch offices as needed

Responsibilities

• Partner with advisors to create and implement business growth
• Maintaining high advisor retention and satisfaction
• Support recruitment of advisors by selling them on the mission and transitioning new teams to LPL
• Build strong advisor relationships while balancing profitability of the model

Skills

Strategic agility

Problem solving

Operational execution

Talent management

Advocacy

Education

Bachelor's degree

Tools

FINRA licenses 7/66/9/10

Job description

LPL Financial is seeking a senior leader to support the Linsco advisor channel, overseeing profitability across multi-branch operations. The role reports to the National Branch Manager and requires extensive branch leadership experience and FINRA licenses.

Ideal candidates have 10+ years in financial services, strong collaboration skills, and a proven ability to recruit and transition teams to a unified platform. Travel to branch offices is required.