Regional Branch Leader, Wealth Advisory

LPL Financial; Virginia (MN); On-site; USD 205,000 - 341,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a senior leader to support financial advisors in the Linsco employee channel, focusing on regional profitability as it expands to multiple branches. The successful candidate will understand the W2 advisor model and report to the National Branch Manager.

The role emphasizes collaboration, client-centric service, and strategic execution to drive growth while maintaining advisor satisfaction and strong operational performance across offices.

Qualifications

• 7+ years of branch experience in a leadership or operations role.
• Bachelor's degree required.
• Series 7, 66, 9, and 10 licenses.
• 10+ years in 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 by communicating the mission and vision of the Employee Channel.
• Balance advisor relationships with overall profitability of the model.

Skills

Strategic thinking

Leadership

Client relationship management

Problem solving

Executive communication

Education

Bachelor's degree

Job description

LPL Financial is seeking a senior leader to support financial advisors in the Linsco employee channel, focusing on regional profitability as it expands to multiple branches. The successful candidate will understand the W2 advisor model and report to the National Branch Manager.

The role emphasizes collaboration, client-centric service, and strategic execution to drive growth while maintaining advisor satisfaction and strong operational performance across offices.