Regional Branch Leader, Wealth Advisory Growth

LPL Financial LLC; Austin (TX); On-site; USD 205,000 - 341,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a senior leader to support financial advisors in the Linsco employee channel, driving growth and profitability across multiple branches. You will partner with advisors, recruit talent, and ensure high retention while aligning with the company’s mission and strategic goals.

Ideal candidates bring 7+ years in branch leadership, deep wealth management experience, and a proven track record in managing multi-office operations.

Qualifications

• At least 7+ years in branch leadership or branch operations/service/administration.
• Series 7, 66, 9, and 1010 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 by selling the Employee Channel’s mission and vision.
• Balance profitability of the model with advisor relationships and growth.
• Report to the Divisional Director and lead multiple offices when needed.

Skills

Strategic Agility

Problem solving

Operational Execution

Talent Management

Advocacy

Communication skills

Executive presence

Education

Bachelor's degree

Job description

LPL Financial is seeking a senior leader to support financial advisors in the Linsco employee channel, driving growth and profitability across multiple branches. You will partner with advisors, recruit talent, and ensure high retention while aligning with the company’s mission and strategic goals.

Ideal candidates bring 7+ years in branch leadership, deep wealth management experience, and a proven track record in managing multi-office operations.