Regional Branch Leader, Wealth Management Growth

LPL Financial LLC; Harrisburg (Dauphin County); On-site; USD 205,000 - 350,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites seasoned leaders to drive growth and support advisors across the Northeast U.S. territory, including Pennsylvania and New Jersey, in a role focused on succession planning and profitability of a multi-branch region.

The ideal candidate has extensive branch management experience, Series 7/66/9/10 licenses, and a strong track record in wealth management. Travel to branch offices will be required as part of the role.

Qualifications

• 7+ years of branch experience in a role such as branch manager, branch operations/service, or branch administration.
• Bachelor's degree required.
• Series 7, 66, 9, and 10 licenses required.
• 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 by presenting the mission and vision of the Employee Channel.
• Help transition new teams to LPL.
• Build and maintain advisor relationships while balancing profitability of the model.

Skills

Branch leadership

Financial services experience

Travel readiness

Education

Bachelor's degree

Job description

LPL Financial invites seasoned leaders to drive growth and support advisors across the Northeast U.S. territory, including Pennsylvania and New Jersey, in a role focused on succession planning and profitability of a multi-branch region.

The ideal candidate has extensive branch management experience, Series 7/66/9/10 licenses, and a strong track record in wealth management. Travel to branch offices will be required as part of the role.