Regional Branch Leader, Wealth Management & Growth

LPL Financial

Mississippi

On-site

USD 205,000 - 341,000

Full time

31 hours ago

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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 guide the Employee Channel branch network, balancing growth with profitability and advisor satisfaction. This role reports into the National Branch Manager and will oversee the profitability of the region as it expands to multiple branches.

The ideal candidate brings 7+ years of branch leadership experience, a Bachelor's degree, and Series 7, 66, 9, and 10 licenses, along with 10+ years in financial services and willingness to travel to branch offices

Qualifications

7+ years of branch experience in branch management, operations, or administration.
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.
Maintaining high advisor retention and satisfaction.
Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Channel. Helping transition the new teams to LPL.
Building and maintaining strong advisor relationships while balancing profitability of the model.