Regional Branch Leader: Growth, Talent & Advisor Success

LPL Financial; Burlington (MA); Hybrid; USD 225,364 - 375,538; 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 is seeking a Field Leader based in Burlington, MA. This role requires at least 3 days onsite, supporting Commonwealth professionals in achieving success. The Field Leader will maintain advisor relationships, drive recruitment, and enhance satisfaction while ensuring profitability.

Ideal candidates have significant branch experience, a Bachelor's degree, and relevant licenses. The compensation ranges from $300,000 to $350,000, along with benefits such as 401(k) matching and health options.

Qualifications

• A minimum of 7 years of branch experience, preferably in management or operations.
• 10+ years in financial services; understanding of the W2 advisor model is critical.
• Proven ability to motivate, build teams, and drive towards success.

Responsibilities

• Partner with advisors to foster business growth and maintain strong relationships.
• Support recruitment efforts by promoting the Employee Channel’s mission.
• Drive advisor satisfaction and retention while balancing profitability.

Skills

Branch experience

Financial services

Licenses: Series 7, 66, 9, and 10

Talent management

Problem solving

Education

Bachelor's degree

Job description

LPL Financial is seeking a Field Leader based in Burlington, MA. This role requires at least 3 days onsite, supporting Commonwealth professionals in achieving success. The Field Leader will maintain advisor relationships, drive recruitment, and enhance satisfaction while ensuring profitability.

Ideal candidates have significant branch experience, a Bachelor's degree, and relevant licenses. The compensation ranges from $300,000 to $350,000, along with benefits such as 401(k) matching and health options.