Regional Branch Leader, Wealth Advisor Growth

LPL Financial; Texas, United States; On-site; USD 205,000 - 341,000; Full time

Job summary

LPL Financial provides guidance to financial advisors and operates through a broad network across the United States. This leadership role focuses on supporting the Linsco employee channel, profitability across the region, and expanding to multiple branches.

Ideal candidates have strong collaboration skills, integrity, and a track record of building durable advisor relationships, with a strategic mindset for growth and practice management.

Qualifications

• 7+ years of branch experience in a leadership or operations role.
• Bachelor's degree required.
• Series 7, 66, 9 and 10 licenses are required.
• 10+ years of financial services experience and willingness to travel.

Responsibilities

• Partner with advisors to create and implement business growth.
• Maintain high advisor retention and satisfaction.
• Support recruitment of advisors and transition new teams to LPL.
• Build and maintain strong advisor relationships while balancing profitability.

Skills

Branch management

Financial services experience

Willingness to travel

Education

Bachelor's degree

Tools

Series 7/66/9/10 licenses

Job description

LPL Financial provides guidance to financial advisors and operates through a broad network across the United States. This leadership role focuses on supporting the Linsco employee channel, profitability across the region, and expanding to multiple branches.

Ideal candidates have strong collaboration skills, integrity, and a track record of building durable advisor relationships, with a strategic mindset for growth and practice management.