Regional Branch Leader - Wealth Advisor Growth

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

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial seeks a senior leader to support financial advisors in the Linsco employee channel, focusing on profitability and growth as the region expands to multiple branches. The role reports to the National Branch Manager and requires deep experience with the W2 advisor model.

You will partner with advisors to drive business growth, recruit and onboard teams, maintain high advisor retention, and balance client service with profitability while guiding strategic execution and change.

Qualifications

• 7+ years of branch experience in a leadership or management role.
• Bachelor's degree required.
• Series 7, 66, 9 and 10 licenses.
• 10+ years of financial services experience.
• Willingness to travel to branch offices as needed.

Responsibilities

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

Skills

Strategic agility

Problem solving

Operational execution

Talent management

Advocacy

Education

Bachelor's degree

Job description

LPL Financial seeks a senior leader to support financial advisors in the Linsco employee channel, focusing on profitability and growth as the region expands to multiple branches. The role reports to the National Branch Manager and requires deep experience with the W2 advisor model.

You will partner with advisors to drive business growth, recruit and onboard teams, maintain high advisor retention, and balance client service with profitability while guiding strategic execution and change.